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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 | $55,437+16.6% | $155,534-58.4% | $74,459-13.2% |
| Participation rate | 98.3% | 61.9%+36.5pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 2.24% | 269.58%-267.3pp | 64.92%-62.7pp | 1369.70%-1367.5pp |
| Employer contribution / active EE | $6,612 | $2,266+191.8% | $4,675+41.4% | $2,626+151.8% |
| Participant deferral / active EE | $0 | $2,837-100.0% | $5,630-100.0% | $4,350-100.0% |
| Admin fee / account holder | $5,485 | $1,742+214.8% | $15,900-65.5% | $1,945+182.0% |