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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 | $5,592 | $90,607-93.8% | $79,467-93.0% | $135,380-95.9% |
| Participation rate | 81.3% | 76.0%+5.2pp | 73.3%+7.9pp | 82.6%-1.4pp |
| Annual return | -9.84% | 977.74%-987.6pp | 718.30%-728.1pp | 519.81%-529.6pp |
| Employer contribution / active EE | $983 | $3,068-68.0% | $2,800-64.9% | $4,779-79.4% |
| Participant deferral / active EE | $1,992 | $4,050-50.8% | $3,704-46.2% | $5,609-64.5% |
| Admin fee / account holder | $1,419 | $5,895-75.9% | $5,104-72.2% | $10,828-86.9% |