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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 | $20,714 | $91,537-77.4% | $130,045-84.1% | $75,173-72.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 78.5%+21.5pp | 67.2%+32.8pp |
| Annual return | -1.66% | -631.55%+629.9pp | -137.30%+135.6pp | 160.72%-162.4pp |
| Employer contribution / active EE | $4,076 | $2,845+43.3% | $4,321-5.7% | $2,671+52.6% |
| Participant deferral / active EE | $2,339 | $4,343-46.1% | $5,820-59.8% | $4,126-43.3% |
| Admin fee / account holder | $551 | $6,780-91.9% | $10,600-94.8% | $5,651-90.3% |