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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 | $55,423+16.6% | $155,602-58.5% | $74,400-13.1% |
| Participation rate | 98.3% | 61.9%+36.5pp | 78.2%+20.1pp | 67.2%+31.1pp |
| Annual return | 2.24% | 269.07%-266.8pp | 64.81%-62.6pp | 1367.51%-1365.3pp |
| Employer contribution / active EE | $6,612 | $2,266+191.8% | $4,675+41.4% | $2,624+151.9% |
| Participant deferral / active EE | $0 | $2,835-100.0% | $5,629-100.0% | $4,348-100.0% |
| Admin fee / account holder | $5,485 | $1,744+214.4% | $15,923-65.6% | $1,944+182.2% |