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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 | $70,366-98.0% | $66,674-97.9% | $138,895-99.0% |
| Participation rate | 81.8% | 76.2%+5.6pp | 73.7%+8.1pp | 79.9%+1.9pp |
| Annual return | -44.20% | 386.41%-430.6pp | 321.24%-365.4pp | 145.39%-189.6pp |
| Employer contribution / active EE | $0 | $2,765-100.0% | $2,620-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,151 | $4,374-73.7% | $4,084-71.8% | $6,396-82.0% |
| Admin fee / account holder | $601 | $5,262-88.6% | $5,098-88.2% | $12,562-95.2% |