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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 | $26,779 | $144,124-81.4% | $117,857-77.3% | $147,585-81.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 5.34% | 531.17%-525.8pp | 335.09%-329.8pp | 578.57%-573.2pp |
| Employer contribution / active EE | $12,394 | $4,897+153.1% | $3,786+227.4% | $4,876+154.2% |
| Participant deferral / active EE | $8,417 | $5,316+58.3% | $4,482+87.8% | $5,439+54.8% |
| Admin fee / account holder | $697 | $10,886-93.6% | $8,020-91.3% | $10,885-93.6% |