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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 | $6,064 | $99,668-93.9% | $86,451-93.0% | $134,545-95.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -54.46% | 6789.61%-6844.1pp | 4398.51%-4453.0pp | 418.37%-472.8pp |
| Employer contribution / active EE | $4,572 | $4,403+3.8% | $3,770+21.3% | $4,742-3.6% |
| Participant deferral / active EE | $4,269 | $7,249-41.1% | $6,953-38.6% | $6,401-33.3% |
| Admin fee / account holder | $716 | $8,377-91.5% | $6,734-89.4% | $11,431-93.7% |