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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 | $4,650 | $197,819-97.6% | $155,789-97.0% | $125,389-96.3% |
| Participation rate | 71.4% | 82.1%-10.7pp | 76.1%-4.7pp | 83.2%-11.8pp |
| Annual return | -4.97% | 86.73%-91.7pp | 71.54%-76.5pp | 282.24%-287.2pp |
| Employer contribution / active EE | $0 | $4,850-100.0% | $3,839-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,043 | $5,631-81.5% | $4,798-78.3% | $5,352-80.5% |
| Admin fee / account holder | $474 | $9,544-95.0% | $7,477-93.7% | $9,541-95.0% |