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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 | $7,278 | $78,694-90.8% | $67,652-89.2% | $125,389-94.2% |
| Participation rate | 90.0% | 78.8%+11.2pp | 75.7%+14.3pp | 83.2%+6.8pp |
| Annual return | -26.26% | 9.46%-35.7pp | 6625.40%-6651.7pp | 282.24%-308.5pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $7,549 | $4,292+75.9% | $3,560+112.1% | $5,352+41.1% |
| Admin fee / account holder | $731 | $7,403-90.1% | $4,821-84.8% | $9,541-92.3% |