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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 | $2,999 | $88,778-96.6% | $81,844-96.3% | $145,884-97.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 72.4%+5.4pp | 80.3%-2.5pp |
| Annual return | -4.65% | 1033.03%-1037.7pp | 778.87%-783.5pp | 551.85%-556.5pp |
| Employer contribution / active EE | $1,118 | $3,087-63.8% | $2,916-61.7% | $4,662-76.0% |
| Participant deferral / active EE | $1,871 | $4,648-59.8% | $4,323-56.7% | $6,690-72.0% |
| Admin fee / account holder | $728 | $8,430-91.4% | $7,355-90.1% | $13,392-94.6% |