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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 | $62,321 | $63,346-1.6% | $92,240-32.4% | $70,126-11.1% |
| Participation rate | 93.8% | 68.7%+25.1pp | 76.5%+17.3pp | 69.5%+24.2pp |
| Annual return | 10.03% | 530.19%-520.2pp | 176.29%-166.3pp | 73.15%-63.1pp |
| Employer contribution / active EE | $7,937 | $2,471+221.2% | $3,680+115.7% | $2,343+238.8% |
| Participant deferral / active EE | $21 | $2,854-99.3% | $3,897-99.5% | $3,332-99.4% |
| Admin fee / account holder | $3,170 | $3,841-17.5% | $5,194-39.0% | $4,645-31.8% |