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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 | $12,621 | $78,694-84.0% | $67,652-81.3% | $125,389-89.9% |
| Participation rate | 95.8% | 78.8%+17.0pp | 75.7%+20.2pp | 83.2%+12.6pp |
| Annual return | -3.57% | 9.46%-13.0pp | 6625.40%-6629.0pp | 282.24%-285.8pp |
| Employer contribution / active EE | $0 | $3,044-100.0% | $2,266-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $6,140 | $4,292+43.1% | $3,560+72.5% | $5,352+14.7% |
| Admin fee / account holder | $328 | $7,403-95.6% | $4,821-93.2% | $9,541-96.6% |