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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 | $119,021 | $111,785+6.5% | $93,669+27.1% | $145,877-18.4% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | 5.82% | 203.79%-198.0pp | 133.59%-127.8pp | 551.28%-545.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $749 | $4,919-84.8% | $4,416-83.0% | $6,691-88.8% |
| Admin fee / account holder | $2,404 | $10,256-76.6% | $8,291-71.0% | $13,402-82.1% |