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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 | $67,679 | $102,382-33.9% | $147,005-54.0% | $80,874-16.3% |
| Participation rate | 80.0% | 75.8%+4.2pp | 82.2%-2.2pp | 67.6%+12.4pp |
| Annual return | 10.73% | 134.89%-124.2pp | 418.76%-408.0pp | 35.62%-24.9pp |
| Employer contribution / active EE | $2,661 | $3,715-28.4% | $4,934-46.1% | $2,756-3.4% |
| Participant deferral / active EE | $2,224 | $6,646-66.5% | $8,070-72.4% | $4,297-48.2% |
| Admin fee / account holder | $9,921 | $7,942+24.9% | $13,006-23.7% | $6,935+43.1% |