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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 | $4,092 | $100,911-95.9% | $90,440-95.5% | $158,966-97.4% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.6pp | 82.0%+1.4pp |
| Annual return | -1.14% | 1726.62%-1727.8pp | 1294.38%-1295.5pp | 302.95%-304.1pp |
| Employer contribution / active EE | $1,264 | $3,690-65.7% | $3,263-61.3% | $4,762-73.5% |
| Participant deferral / active EE | $0 | $4,348-100.0% | $3,964-100.0% | $5,983-100.0% |
| Admin fee / account holder | $9,230 | $6,507+41.8% | $5,615+64.4% | $11,250-18.0% |