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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 | $57,915 | $125,237-53.8% | $105,608-45.2% | $145,877-60.3% |
| Participation rate | 95.0% | 77.7%+17.3pp | 75.3%+19.7pp | 80.3%+14.7pp |
| Annual return | 5.41% | 225.76%-220.4pp | 116.50%-111.1pp | 551.28%-545.9pp |
| Employer contribution / active EE | $10,000 | $3,720+168.8% | $3,167+215.8% | $4,663+114.5% |
| Participant deferral / active EE | $0 | $5,711-100.0% | $5,010-100.0% | $6,691-100.0% |
| Admin fee / account holder | $2,420 | $17,287-86.0% | $11,028-78.1% | $13,402-81.9% |