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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 | $22,821 | $180,462-87.4% | $154,111-85.2% | $135,379-83.1% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -16.68% | 888.17%-904.9pp | 735.18%-751.9pp | 519.79%-536.5pp |
| Employer contribution / active EE | $3,421 | $6,036-43.3% | $5,298-35.4% | $4,779-28.4% |
| Participant deferral / active EE | $6,368 | $5,806+9.7% | $5,081+25.3% | $5,609+13.5% |
| Admin fee / account holder | $304 | $16,145-98.1% | $13,411-97.7% | $10,828-97.2% |