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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 | $16,216 | $88,672-81.7% | $105,223-84.6% | $82,448-80.3% |
| Participation rate | 72.1% | 67.9%+4.2pp | 75.0%-3.0pp | 68.1%+4.0pp |
| Annual return | -90.16% | 30.86%-121.0pp | 180.65%-270.8pp | 41.64%-131.8pp |
| Employer contribution / active EE | $8,182 | $3,048+168.4% | $3,689+121.8% | $2,551+220.7% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,574 | $7,146-8.0% | $8,859-25.8% | $7,234-9.1% |