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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 | $6,601 | $180,749-96.3% | $160,784-95.9% | $137,256-95.2% |
| Participation rate | 90.9% | 80.0%+10.9pp | 77.0%+14.0pp | 80.0%+10.9pp |
| Annual return | -40.84% | 2234.46%-2275.3pp | 1803.92%-1844.8pp | 220.34%-261.2pp |
| Employer contribution / active EE | $954 | $4,155-77.0% | $3,733-74.4% | $4,156-77.0% |
| Participant deferral / active EE | $3,909 | $6,844-42.9% | $6,293-37.9% | $6,407-39.0% |
| Admin fee / account holder | $2,283 | $10,397-78.0% | $9,717-76.5% | $12,270-81.4% |