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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 | $13,528 | $159,978-91.5% | $147,041-90.8% | $145,978-90.7% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 3.35% | 98.36%-95.0pp | 419.21%-415.9pp | 550.52%-547.2pp |
| Employer contribution / active EE | $1,302 | $5,288-75.4% | $4,935-73.6% | $4,662-72.1% |
| Participant deferral / active EE | $2,639 | $8,429-68.7% | $8,071-67.3% | $6,690-60.5% |
| Admin fee / account holder | $2,500 | $15,053-83.4% | $13,006-80.8% | $13,400-81.3% |