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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 | $3,604 | $84,685-95.7% | $73,836-95.1% | $125,389-97.1% |
| Participation rate | 94.7% | 76.8%+18.0pp | 73.4%+21.3pp | 83.2%+11.5pp |
| Annual return | -18.34% | 3123.80%-3142.1pp | 2268.06%-2286.4pp | 282.24%-300.6pp |
| Employer contribution / active EE | $0 | $3,123-100.0% | $2,787-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $2,793 | $3,993-30.1% | $3,583-22.1% | $5,352-47.8% |
| Admin fee / account holder | $545 | $5,694-90.4% | $4,882-88.8% | $9,541-94.3% |