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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 | $10,057 | $102,393-90.2% | $147,041-93.2% | $80,911-87.6% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.6%+16.4pp |
| Annual return | -11.79% | 134.95%-146.7pp | 419.21%-431.0pp | 35.63%-47.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,969 | $6,647-40.3% | $8,071-50.8% | $4,297-7.6% |
| Admin fee / account holder | $2,760 | $7,943-65.3% | $13,006-78.8% | $6,935-60.2% |