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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 | $11,090 | $156,398-92.9% | $147,318-92.5% | $138,895-92.0% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | -1323.68% | 78.75%-1402.4pp | 70.43%-1394.1pp | 145.39%-1469.1pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $11,527 | $8,237+39.9% | $7,906+45.8% | $6,396+80.2% |
| Admin fee / account holder | $4,470 | $14,976-70.2% | $13,708-67.4% | $12,562-64.4% |