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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 | $103,563 | $89,364+15.9% | $141,177-26.6% | $72,983+41.9% |
| Participation rate | 96.2% | 75.1%+21.0pp | 82.5%+13.7pp | 69.5%+26.7pp |
| Annual return | 0.89% | 111.86%-111.0pp | 71.40%-70.5pp | 81.01%-80.1pp |
| Employer contribution / active EE | $8,419 | $3,115+170.3% | $4,736+77.8% | $2,440+245.0% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,533 | $5,959-23.9% | $10,263-55.8% | $5,124-11.5% |