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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 | $55,512 | $63,346-12.4% | $92,240-39.8% | $70,126-20.8% |
| Participation rate | 89.3% | 68.7%+20.6pp | 76.5%+12.8pp | 69.5%+19.7pp |
| Annual return | 9.71% | 530.19%-520.5pp | 176.29%-166.6pp | 73.15%-63.4pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $80 | $2,854-97.2% | $3,897-98.0% | $3,332-97.6% |
| Admin fee / account holder | $2,374 | $3,841-38.2% | $5,194-54.3% | $4,645-48.9% |