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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 | $95,781 | $150,412-36.3% | $120,574-20.6% | $145,884-34.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 6.70% | 154.50%-147.8pp | 107.42%-100.7pp | 551.85%-545.1pp |
| Employer contribution / active EE | $2,870 | $4,355-34.1% | $3,471-17.3% | $4,662-38.4% |
| Participant deferral / active EE | $0 | $6,175-100.0% | $4,996-100.0% | $6,690-100.0% |
| Admin fee / account holder | $6,122 | $12,224-49.9% | $9,445-35.2% | $13,392-54.3% |