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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 | $19,427 | $150,447-87.1% | $136,298-85.7% | $147,586-86.8% |
| Participation rate | 78.3% | 84.4%-6.2pp | 81.9%-3.7pp | 82.8%-4.6pp |
| Annual return | 8.84% | 1049.15%-1040.3pp | 5156.27%-5147.4pp | 578.59%-569.8pp |
| Employer contribution / active EE | $1,533 | $5,256-70.8% | $4,696-67.3% | $4,876-68.6% |
| Participant deferral / active EE | $2,762 | $6,631-58.3% | $6,247-55.8% | $5,439-49.2% |
| Admin fee / account holder | $2,408 | $10,906-77.9% | $9,244-73.9% | $10,886-77.9% |