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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 | $4,551 | $90,606-95.0% | $79,466-94.3% | $135,379-96.6% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -17.05% | 977.69%-994.7pp | 718.28%-735.3pp | 519.79%-536.8pp |
| Employer contribution / active EE | $1,668 | $3,068-45.6% | $2,800-40.4% | $4,779-65.1% |
| Participant deferral / active EE | $3,299 | $4,050-18.5% | $3,704-10.9% | $5,609-41.2% |
| Admin fee / account holder | $479 | $5,895-91.9% | $5,104-90.6% | $10,828-95.6% |