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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 | $12,174 | $190,862-93.6% | $159,991-92.4% | $134,509-90.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -33.76% | 552.59%-586.4pp | 408.82%-442.6pp | 418.13%-451.9pp |
| Employer contribution / active EE | $7,854 | $4,995+57.3% | $4,225+85.9% | $4,741+65.7% |
| Participant deferral / active EE | $11,062 | $6,924+59.8% | $6,183+78.9% | $6,400+72.8% |
| Admin fee / account holder | $983 | $10,495-90.6% | $8,715-88.7% | $11,427-91.4% |