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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 | $21,330 | $150,447-85.8% | $136,298-84.4% | $147,586-85.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.27% | 1049.15%-1039.9pp | 5156.27%-5147.0pp | 578.59%-569.3pp |
| Employer contribution / active EE | $2,204 | $5,256-58.1% | $4,696-53.1% | $4,876-54.8% |
| Participant deferral / active EE | $3,150 | $6,631-52.5% | $6,247-49.6% | $5,439-42.1% |
| Admin fee / account holder | $25,225 | $10,906+131.3% | $9,244+172.9% | $10,886+131.7% |