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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 | $73,546-38.9% | $63,018-28.7% | $147,586-69.6% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 6.64% | 175.56%-168.9pp | 87.62%-81.0pp | 578.59%-572.0pp |
| Employer contribution / active EE | $1,883 | $3,324-43.3% | $2,761-31.8% | $4,876-61.4% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,330-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,529 | $5,956+110.4% | $3,601+247.9% | $10,886+15.1% |