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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 | $102,422-33.9% | $147,117-54.0% | $80,959-16.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 10.73% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-24.9pp |
| Employer contribution / active EE | $2,661 | $3,717-28.4% | $4,932-46.0% | $2,757-3.5% |
| Participant deferral / active EE | $2,224 | $6,652-66.6% | $8,065-72.4% | $4,300-48.3% |
| Admin fee / account holder | $9,921 | $7,953+24.7% | $12,993-23.6% | $6,925+43.3% |