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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 | $3,237 | $110,551-97.1% | $80,741-96.0% | $167,536-98.1% |
| Participation rate | 0.0% | 64.0%-64.0pp | 54.2%-54.2pp | 82.1%-82.1pp |
| Annual return | -220.93% | 120.57%-341.5pp | 87.30%-308.2pp | 478.82%-699.7pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $0 | $2,870-100.0% | $2,145-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,594 | $4,547-42.9% | $3,380-23.3% | $12,315-78.9% |