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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 | $1,232 | $47,479-97.4% | $62,929-98.0% | $82,448-98.5% |
| Participation rate | 84.6% | 66.9%+17.7pp | 73.1%+11.5pp | 68.1%+16.5pp |
| Annual return | -20.14% | 20.34%-40.5pp | 1063.93%-1084.1pp | 41.64%-61.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $865 | $2,870-69.9% | $3,888-77.7% | $4,139-79.1% |
| Admin fee / account holder | $340 | $3,804-91.1% | $5,065-93.3% | $7,234-95.3% |