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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 | $14,674 | $124,175-88.2% | $108,405-86.5% | $167,553-91.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.70% | 1380.13%-1373.4pp | 905.55%-898.8pp | 478.89%-472.2pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,566 | $6,908-33.9% | $6,563-30.4% | $6,343-28.0% |
| Admin fee / account holder | $1,669 | $9,457-82.4% | $7,297-77.1% | $12,316-86.4% |