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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 | $3,029 | $97,732-96.9% | $83,831-96.4% | $135,380-97.8% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -24.37% | 1287.56%-1311.9pp | 850.99%-875.4pp | 519.81%-544.2pp |
| Employer contribution / active EE | $1,522 | $4,222-63.9% | $3,631-58.1% | $4,779-68.1% |
| Participant deferral / active EE | $1,540 | $4,683-67.1% | $4,082-62.3% | $5,609-72.6% |
| Admin fee / account holder | $337 | $6,675-94.9% | $5,479-93.8% | $10,828-96.9% |