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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 | $2,052 | $92,743-97.8% | $82,744-97.5% | $134,532-98.5% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -34.27% | 946.63%-980.9pp | 702.22%-736.5pp | 418.27%-452.5pp |
| Employer contribution / active EE | $0 | $3,273-100.0% | $3,008-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,995 | $4,802-58.5% | $4,395-54.6% | $6,401-68.8% |
| Admin fee / account holder | $443 | $5,977-92.6% | $5,325-91.7% | $11,429-96.1% |