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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 | $155,319 | $138,114+12.5% | $125,391+23.9% | $134,545+15.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.65% | 750.88%-774.5pp | 572.41%-596.1pp | 418.37%-442.0pp |
| Employer contribution / active EE | $5,492 | $5,246+4.7% | $4,816+14.0% | $4,742+15.8% |
| Participant deferral / active EE | $359 | $7,801-95.4% | $7,448-95.2% | $6,401-94.4% |
| Admin fee / account holder | $6,560 | $11,570-43.3% | $10,009-34.5% | $11,431-42.6% |