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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 | $12,965 | $176,688-92.7% | $130,660-90.1% | $152,909-91.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 71.7%+28.3pp | 82.5%+17.5pp |
| Annual return | 4.26% | 2693.08%-2688.8pp | 1709.29%-1705.0pp | 345.46%-341.2pp |
| Employer contribution / active EE | $0 | $5,743-100.0% | $4,092-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,261 | $4,362+20.6% | $3,603+46.0% | $5,851-10.1% |
| Admin fee / account holder | $5,796 | $7,131-18.7% | $5,463+6.1% | $11,601-50.0% |