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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 | $4,452 | $90,606-95.1% | $79,466-94.4% | $135,379-96.7% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -23.73% | 977.69%-1001.4pp | 718.28%-742.0pp | 519.79%-543.5pp |
| Employer contribution / active EE | $442 | $3,068-85.6% | $2,800-84.2% | $4,779-90.8% |
| Participant deferral / active EE | $2,056 | $4,050-49.2% | $3,704-44.5% | $5,609-63.3% |
| Admin fee / account holder | $652 | $5,895-88.9% | $5,104-87.2% | $10,828-94.0% |