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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 | $20,552 | $171,867-88.0% | $149,721-86.3% | $147,586-86.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 2.24% | 2113.36%-2111.1pp | 1501.67%-1499.4pp | 578.59%-576.4pp |
| Employer contribution / active EE | $4,371 | $6,275-30.3% | $5,444-19.7% | $4,876-10.4% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,275 | $13,799-90.8% | $11,282-88.7% | $10,886-88.3% |