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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 | $13,455 | $82,630-83.7% | $64,105-79.0% | $125,389-89.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.84% | 1489.72%-1495.6pp | 791.24%-797.1pp | 282.24%-288.1pp |
| Employer contribution / active EE | $1,099 | $2,671-58.9% | $1,820-39.6% | $4,866-77.4% |
| Participant deferral / active EE | $2,560 | $3,608-29.1% | $2,822-9.3% | $5,352-52.2% |
| Admin fee / account holder | $710 | $6,382-88.9% | $4,499-84.2% | $9,541-92.6% |