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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 | $54,963 | $166,242-66.9% | $165,071-66.7% | $145,884-62.3% |
| Participation rate | 83.3% | 82.0%+1.3pp | 78.6%+4.7pp | 80.3%+3.0pp |
| Annual return | 1.55% | 100.44%-98.9pp | 70.17%-68.6pp | 551.85%-550.3pp |
| Employer contribution / active EE | $8,333 | $5,283+57.7% | $4,347+91.7% | $4,662+78.7% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,138 | $16,658-87.2% | $12,695-83.2% | $13,392-84.0% |