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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 | $37,437 | $63,346-40.9% | $92,240-59.4% | $70,126-46.6% |
| Participation rate | 95.8% | 68.7%+27.2pp | 76.5%+19.4pp | 69.5%+26.3pp |
| Annual return | 4.83% | 530.19%-525.4pp | 176.29%-171.5pp | 73.15%-68.3pp |
| Employer contribution / active EE | $9,071 | $2,471+267.1% | $3,680+146.5% | $2,343+287.3% |
| Participant deferral / active EE | $916 | $2,854-67.9% | $3,897-76.5% | $3,332-72.5% |
| Admin fee / account holder | $5,173 | $3,841+34.7% | $5,194-0.4% | $4,645+11.4% |