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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 | $901 | $81,763-98.9% | $58,561-98.5% | $139,466-99.4% |
| Participation rate | 71.4% | 61.3%+10.1pp | 50.9%+20.6pp | 80.3%-8.9pp |
| Annual return | -51.52% | 7427.77%-7479.3pp | 4251.33%-4302.8pp | 373.66%-425.2pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $838 | $2,555-67.2% | $1,923-56.4% | $6,712-87.5% |
| Admin fee / account holder | $375 | $3,273-88.5% | $2,520-85.1% | $11,409-96.7% |