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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 | $1,852 | $96,361-98.1% | $80,607-97.7% | $139,456-98.7% |
| Participation rate | 88.9% | 73.6%+15.2pp | 67.0%+21.9pp | 80.3%+8.6pp |
| Annual return | -7.86% | 1350.95%-1358.8pp | 936.11%-944.0pp | 373.45%-381.3pp |
| Employer contribution / active EE | $0 | $3,262-100.0% | $2,724-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $1,156 | $5,232-77.9% | $4,448-74.0% | $6,711-82.8% |
| Admin fee / account holder | $354 | $6,601-94.6% | $5,379-93.4% | $11,407-96.9% |