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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 | $3,331 | $82,288-96.0% | $68,794-95.2% | $134,509-97.5% |
| Participation rate | 76.9% | 75.1%+1.9pp | 69.0%+7.9pp | 81.2%-4.3pp |
| Annual return | -52.31% | -2.19%-50.1pp | -6.37%-45.9pp | 418.13%-470.4pp |
| Employer contribution / active EE | $0 | $3,301-100.0% | $2,656-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $2,299 | $4,738-51.5% | $3,941-41.7% | $6,400-64.1% |
| Admin fee / account holder | $567 | $6,482-91.3% | $4,934-88.5% | $11,427-95.0% |