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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 | $11,720 | $138,078-91.5% | $125,363-90.7% | $134,509-91.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -24.00% | 750.49%-774.5pp | 572.15%-596.1pp | 418.13%-442.1pp |
| Employer contribution / active EE | $2,307 | $5,245-56.0% | $4,815-52.1% | $4,741-51.3% |
| Participant deferral / active EE | $7,167 | $7,800-8.1% | $7,447-3.8% | $6,400+12.0% |
| Admin fee / account holder | $465 | $11,566-96.0% | $10,005-95.4% | $11,427-95.9% |