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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 | $4,801 | $99,644-95.2% | $86,438-94.4% | $134,532-96.4% |
| Participation rate | 70.0% | 82.1%-12.1pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -50.37% | 6787.26%-6837.6pp | 4397.19%-4447.6pp | 418.27%-468.6pp |
| Employer contribution / active EE | $1,442 | $4,402-67.2% | $3,769-61.7% | $4,741-69.6% |
| Participant deferral / active EE | $3,432 | $7,247-52.6% | $6,952-50.6% | $6,401-46.4% |
| Admin fee / account holder | $1,221 | $8,375-85.4% | $6,733-81.9% | $11,429-89.3% |