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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 | $70,114 | $102,422-31.5% | $147,117-52.3% | $80,959-13.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.90% | 135.16%-124.3pp | 420.54%-409.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $7,806 | $3,717+110.0% | $4,932+58.3% | $2,757+183.1% |
| Participant deferral / active EE | $1,098 | $6,652-83.5% | $8,065-86.4% | $4,300-74.5% |
| Admin fee / account holder | $3,368 | $7,953-57.7% | $12,993-74.1% | $6,925-51.4% |