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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 | $102,429-33.9% | $147,096-54.0% | $80,925-16.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 82.2%-2.2pp | 67.7%+12.3pp |
| Annual return | 10.73% | 135.02%-124.3pp | 419.75%-409.0pp | 35.65%-24.9pp |
| Employer contribution / active EE | $2,661 | $3,716-28.4% | $4,936-46.1% | $2,756-3.4% |
| Participant deferral / active EE | $2,224 | $6,649-66.5% | $8,071-72.4% | $4,299-48.3% |
| Admin fee / account holder | $9,921 | $7,957+24.7% | $13,005-23.7% | $6,940+43.0% |