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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 | $47,186 | $77,157-38.8% | $108,405-56.5% | $85,847-45.0% |
| Participation rate | 100.0% | 74.7%+25.3pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 8.56% | 44.55%-36.0pp | 905.55%-897.0pp | 318.61%-310.0pp |
| Employer contribution / active EE | $3,549 | $2,379+49.2% | $3,559-0.3% | $2,565+38.3% |
| Participant deferral / active EE | $0 | $5,567-100.0% | $6,563-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,832 | $5,174-64.6% | $7,297-74.9% | $6,261-70.7% |