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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 | $28,699 | $60,139-52.3% | $90,461-68.3% | $79,856-64.1% |
| Participation rate | 70.4% | 65.0%+5.4pp | 72.7%-2.3pp | 69.6%+0.7pp |
| Annual return | 7.65% | 71.96%-64.3pp | 1294.76%-1287.1pp | 31.71%-24.1pp |
| Employer contribution / active EE | $1,748 | $2,069-15.5% | $3,264-46.5% | $2,471-29.3% |
| Participant deferral / active EE | $565 | $2,939-80.8% | $3,964-85.7% | $3,741-84.9% |
| Admin fee / account holder | $5,041 | $3,978+26.7% | $5,617-10.2% | $5,306-5.0% |