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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 | $64,633 | $55,446+16.6% | $155,574-58.5% | $74,429-13.2% |
| Participation rate | 98.3% | 61.9%+36.4pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 2.24% | 269.20%-267.0pp | 64.87%-62.6pp | 1368.38%-1366.1pp |
| Employer contribution / active EE | $6,612 | $2,266+191.8% | $4,676+41.4% | $2,625+151.9% |
| Participant deferral / active EE | $0 | $2,836-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5,485 | $1,743+214.7% | $15,914-65.5% | $1,944+182.1% |