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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 | $142,483 | $160,040-11.0% | $147,096-3.1% | $145,877-2.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.5pp | 80.3%+5.4pp |
| Annual return | 7.43% | 98.49%-91.1pp | 419.75%-412.3pp | 551.28%-543.9pp |
| Employer contribution / active EE | $1,848 | $5,289-65.1% | $4,936-62.6% | $4,663-60.4% |
| Participant deferral / active EE | $2,577 | $8,429-69.4% | $8,071-68.1% | $6,691-61.5% |
| Admin fee / account holder | $52,618 | $15,050+249.6% | $13,005+304.6% | $13,402+292.6% |