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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 | $1,420 | $57,305-97.5% | $86,640-98.4% | $75,173-98.1% |
| Participation rate | 80.8% | 63.2%+17.6pp | 71.7%+9.1pp | 67.2%+13.6pp |
| Annual return | -22.09% | 2674.24%-2696.3pp | 592.52%-614.6pp | 160.72%-182.8pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $877 | $3,320-73.6% | $4,438-80.2% | $4,126-78.7% |
| Admin fee / account holder | $493 | $4,116-88.0% | $5,616-91.2% | $5,651-91.3% |