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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 | $2,008 | $75,832-97.4% | $147,618-98.6% | $59,633-96.6% |
| Participation rate | 71.4% | 71.6%-0.1pp | 84.6%-13.2pp | 68.7%+2.8pp |
| Annual return | -3.23% | 0.37%-3.6pp | 61.98%-65.2pp | 2041.40%-2044.6pp |
| Employer contribution / active EE | $0 | $3,485-100.0% | $5,565-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $971 | $3,131-69.0% | $4,895-80.2% | $3,192-69.6% |
| Admin fee / account holder | $643 | $5,986-89.3% | $11,612-94.5% | $4,297-85.0% |