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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 | $1,026 | $29,733-96.5% | $56,025-98.2% | $80,959-98.7% |
| Participation rate | 76.0% | 41.7%+34.3pp | 52.5%+23.5pp | 67.7%+8.3pp |
| Annual return | -13.47% | 35.28%-48.8pp | 1712.69%-1726.2pp | 35.67%-49.1pp |
| Employer contribution / active EE | $0 | $672-100.0% | $1,042-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $332 | $1,229-73.0% | $1,955-83.0% | $4,300-92.3% |
| Admin fee / account holder | $403 | $2,434-83.5% | $2,828-85.8% | $6,925-94.2% |