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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,273 | $138,102-93.3% | $125,381-92.6% | $134,532-93.1% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -27.83% | 750.73%-778.6pp | 572.31%-600.1pp | 418.27%-446.1pp |
| Employer contribution / active EE | $3,605 | $5,245-31.3% | $4,815-25.1% | $4,741-24.0% |
| Participant deferral / active EE | $6,336 | $7,801-18.8% | $7,448-14.9% | $6,401-1.0% |
| Admin fee / account holder | $556 | $11,568-95.2% | $10,007-94.4% | $11,429-95.1% |