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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 | $5,752 | $104,106-94.5% | $71,086-91.9% | $135,382-95.8% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -26.35% | 1256.30%-1282.6pp | 650.59%-676.9pp | 519.77%-546.1pp |
| Employer contribution / active EE | $1,140 | $1,485-23.2% | $1,088+4.8% | $4,779-76.1% |
| Participant deferral / active EE | $1,425 | $2,527-43.6% | $1,874-24.0% | $5,609-74.6% |
| Admin fee / account holder | $754 | $4,142-81.8% | $3,082-75.5% | $10,829-93.0% |