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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 | $16,793 | $82,630-79.7% | $64,105-73.8% | $125,388-86.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 68.2%+31.8pp | 83.2%+16.8pp |
| Annual return | -5.94% | 1489.72%-1495.7pp | 791.24%-797.2pp | 282.24%-288.2pp |
| Employer contribution / active EE | $1,775 | $2,671-33.6% | $1,820-2.5% | $4,866-63.5% |
| Participant deferral / active EE | $4,510 | $3,608+25.0% | $2,822+59.8% | $5,352-15.7% |
| Admin fee / account holder | $924 | $6,382-85.5% | $4,499-79.5% | $9,541-90.3% |