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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 | $5,888 | $92,684-93.6% | $82,706-92.9% | $134,509-95.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -29.43% | 945.84%-975.3pp | 701.76%-731.2pp | 418.13%-447.6pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,818 | $4,800+42.0% | $4,394+55.2% | $6,400+6.5% |
| Admin fee / account holder | $547 | $5,982-90.9% | $5,329-89.7% | $11,427-95.2% |