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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 | $44,914 | $73,518-38.9% | $63,003-28.7% | $147,585-69.6% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 6.64% | 175.46%-168.8pp | 87.59%-80.9pp | 578.56%-571.9pp |
| Employer contribution / active EE | $1,883 | $3,322-43.3% | $2,760-31.8% | $4,876-61.4% |
| Participant deferral / active EE | $0 | $4,183-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,529 | $5,952+110.5% | $3,600+248.0% | $10,885+15.1% |