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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 | $11,598 | $159,978-92.8% | $147,041-92.1% | $145,978-92.1% |
| Participation rate | 82.4% | 84.0%-1.7pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | -12.89% | 98.36%-111.3pp | 419.21%-432.1pp | 550.52%-563.4pp |
| Employer contribution / active EE | $2,208 | $5,288-58.2% | $4,935-55.3% | $4,662-52.6% |
| Participant deferral / active EE | $6,591 | $8,429-21.8% | $8,071-18.3% | $6,690-1.5% |
| Admin fee / account holder | $3,926 | $15,053-73.9% | $13,006-69.8% | $13,400-70.7% |