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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 | $134,601 | $102,393+31.5% | $147,041-8.5% | $80,911+66.4% |
| Participation rate | 89.2% | 75.9%+13.4pp | 82.2%+7.1pp | 67.6%+21.6pp |
| Annual return | 3.81% | 134.95%-131.1pp | 419.21%-415.4pp | 35.63%-31.8pp |
| Employer contribution / active EE | $5,462 | $3,715+47.0% | $4,935+10.7% | $2,756+98.2% |
| Participant deferral / active EE | $0 | $6,647-100.0% | $8,071-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,931 | $7,943-37.9% | $13,006-62.1% | $6,935-28.9% |