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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 | $55,460 | $106,005-47.7% | $92,239-39.9% | $147,585-62.4% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 6.57% | 50.05%-43.5pp | 176.29%-169.7pp | 578.58%-572.0pp |
| Employer contribution / active EE | $5,363 | $4,333+23.8% | $3,680+45.8% | $4,876+10.0% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,391 | $6,333-78.0% | $5,194-73.2% | $10,886-87.2% |