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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 | $50,584 | $175,257-71.1% | $149,717-66.2% | $139,456-63.7% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | -5.31% | 166.70%-172.0pp | 134.41%-139.7pp | 373.45%-378.8pp |
| Employer contribution / active EE | $32,143 | $5,477+486.9% | $4,820+566.9% | $4,753+576.3% |
| Participant deferral / active EE | $634 | $6,521-90.3% | $5,682-88.8% | $6,711-90.5% |
| Admin fee / account holder | $3,402 | $16,156-78.9% | $13,213-74.3% | $11,407-70.2% |