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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 | $12,600 | $176,688-92.9% | $130,660-90.4% | $152,897-91.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 71.7%+3.3pp | 82.5%-7.5pp |
| Annual return | 5.89% | 2693.08%-2687.2pp | 1709.29%-1703.4pp | 345.43%-339.5pp |
| Employer contribution / active EE | $1,769 | $5,743-69.2% | $4,092-56.8% | $4,764-62.9% |
| Participant deferral / active EE | $2,267 | $4,362-48.0% | $3,603-37.1% | $5,851-61.3% |
| Admin fee / account holder | $1,360 | $7,131-80.9% | $5,463-75.1% | $11,599-88.3% |