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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 | $5,152 | $92,684-94.4% | $82,706-93.8% | $134,509-96.2% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -55.22% | 945.84%-1001.1pp | 701.76%-757.0pp | 418.13%-473.4pp |
| Employer contribution / active EE | $1,281 | $3,272-60.8% | $3,007-57.4% | $4,741-73.0% |
| Participant deferral / active EE | $2,066 | $4,800-57.0% | $4,394-53.0% | $6,400-67.7% |
| Admin fee / account holder | $402 | $5,982-93.3% | $5,329-92.5% | $11,427-96.5% |