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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 | $11,206 | $138,078-91.9% | $125,363-91.1% | $134,509-91.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -48.25% | 750.49%-798.7pp | 572.15%-620.4pp | 418.13%-466.4pp |
| Employer contribution / active EE | $8,659 | $5,245+65.1% | $4,815+79.8% | $4,741+82.7% |
| Participant deferral / active EE | $13,743 | $7,800+76.2% | $7,447+84.5% | $6,400+114.7% |
| Admin fee / account holder | $13,872 | $11,566+19.9% | $10,005+38.6% | $11,427+21.4% |