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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 | $2,838 | $65,566-95.7% | $86,235-96.7% | $75,177-96.2% |
| Participation rate | 78.6% | 60.5%+18.1pp | 69.0%+9.6pp | 67.2%+11.4pp |
| Annual return | -2.84% | 46.07%-48.9pp | 1170.03%-1172.9pp | 160.75%-163.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,617 | $3,023-46.5% | $3,987-59.4% | $4,126-60.8% |
| Admin fee / account holder | $590 | $5,470-89.2% | $6,856-91.4% | $5,651-89.6% |