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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 | $23,761 | $150,447-84.2% | $136,298-82.6% | $147,586-83.9% |
| Participation rate | 71.4% | 84.4%-13.0pp | 81.9%-10.5pp | 82.8%-11.4pp |
| Annual return | 5.77% | 1049.15%-1043.4pp | 5156.27%-5150.5pp | 578.59%-572.8pp |
| Employer contribution / active EE | $0 | $5,256-100.0% | $4,696-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,492 | $6,631-2.1% | $6,247+3.9% | $5,439+19.4% |
| Admin fee / account holder | $1,827 | $10,906-83.2% | $9,244-80.2% | $10,886-83.2% |