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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 | $2,094 | $98,766-97.9% | $149,730-98.6% | $79,852-97.4% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.1pp | 69.6%+1.8pp |
| Annual return | -56.38% | 27.43%-83.8pp | 276.70%-333.1pp | 31.72%-88.1pp |
| Employer contribution / active EE | $0 | $3,217-100.0% | $4,645-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,628 | $5,681-53.7% | $6,843-61.6% | $3,740-29.7% |
| Admin fee / account holder | $559 | $6,052-90.8% | $9,310-94.0% | $5,306-89.5% |