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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 | $71,280 | $101,763-30.0% | $164,866-56.8% | $80,874-11.9% |
| Participation rate | 73.8% | 71.8%+2.0pp | 78.6%-4.8pp | 67.6%+6.2pp |
| Annual return | -5.45% | 16.73%-22.2pp | 69.97%-75.4pp | 35.62%-41.1pp |
| Employer contribution / active EE | $9,393 | $2,954+217.9% | $4,343+116.3% | $2,756+240.9% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,297-100.0% |
| Admin fee / account holder | $5,984 | $8,228-27.3% | $12,689-52.8% | $6,935-13.7% |