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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 | $15,653 | $65,555-76.1% | $86,216-81.8% | $75,173-79.2% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 6.70% | 46.07%-39.4pp | 1169.42%-1162.7pp | 160.72%-154.0pp |
| Employer contribution / active EE | $2,584 | $1,553+66.3% | $2,382+8.5% | $2,671-3.3% |
| Participant deferral / active EE | $2,057 | $3,023-32.0% | $3,986-48.4% | $4,126-50.1% |
| Admin fee / account holder | $665 | $5,469-87.8% | $6,853-90.3% | $5,651-88.2% |