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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 | $1,398 | $72,071-98.1% | $68,368-98.0% | $137,256-99.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.8%+8.1pp | 80.0%+1.9pp |
| Annual return | -44.20% | 353.14%-397.3pp | 292.57%-336.8pp | 220.34%-264.5pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,151 | $4,410-73.9% | $4,123-72.1% | $6,407-82.0% |
| Admin fee / account holder | $601 | $5,336-88.7% | $5,150-88.3% | $12,270-95.1% |