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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 | $10,875 | $138,114-92.1% | $125,391-91.3% | $134,545-91.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -31.17% | 750.88%-782.1pp | 572.41%-603.6pp | 418.37%-449.5pp |
| Employer contribution / active EE | $12,480 | $5,246+137.9% | $4,816+159.1% | $4,742+163.2% |
| Participant deferral / active EE | $21,735 | $7,801+178.6% | $7,448+191.8% | $6,401+239.5% |
| Admin fee / account holder | $1,670 | $11,570-85.6% | $10,009-83.3% | $11,431-85.4% |