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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 | $22,368 | $150,446-85.1% | $136,297-83.6% | $147,585-84.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 2.33% | 1049.14%-1046.8pp | 5156.19%-5153.9pp | 578.58%-576.3pp |
| Employer contribution / active EE | $2,317 | $5,256-55.9% | $4,696-50.7% | $4,876-52.5% |
| Participant deferral / active EE | $6,179 | $6,631-6.8% | $6,247-1.1% | $5,439+13.6% |
| Admin fee / account holder | $8,036 | $10,906-26.3% | $9,244-13.1% | $10,886-26.2% |