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Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $45,364 | $102,393-55.7% | $147,041-69.1% | $80,911-43.9% |
| Participation rate | 82.9% | 75.9%+7.1pp | 82.2%+0.8pp | 67.6%+15.3pp |
| Annual return | 11.66% | 134.95%-123.3pp | 419.21%-407.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $1,312 | $3,715-64.7% | $4,935-73.4% | $2,756-52.4% |
| Participant deferral / active EE | $1,660 | $6,647-75.0% | $8,071-79.4% | $4,297-61.4% |
| Admin fee / account holder | $1,165 | $7,943-85.3% | $13,006-91.0% | $6,935-83.2% |