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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 | $63,309 | $77,638-18.5% | $156,551-59.6% | $62,881+0.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | -0.34% | 50.33%-50.7pp | 32.23%-32.6pp | 20.14%-20.5pp |
| Employer contribution / active EE | $5,776 | $3,444+67.7% | $5,501+5.0% | $2,281+153.2% |
| Participant deferral / active EE | $0 | $3,046-100.0% | $4,871-100.0% | $3,203-100.0% |
| Admin fee / account holder | $17,274 | $5,561+210.6% | $13,028+32.6% | $4,296+302.1% |