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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 | $49,666 | $63,342-21.6% | $92,236-46.2% | $70,131-29.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 8.23% | 530.15%-521.9pp | 176.29%-168.1pp | 73.14%-64.9pp |
| Employer contribution / active EE | $4,090 | $2,471+65.5% | $3,679+11.2% | $2,342+74.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,008 | $3,840+4.3% | $5,194-22.8% | $4,645-13.7% |