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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 | $66,635 | $49,164+35.5% | $121,169-45.0% | $75,181-11.4% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 11.97% | 56.03%-44.1pp | 986.71%-974.7pp | 160.69%-148.7pp |
| Employer contribution / active EE | $2,514 | $1,546+62.6% | $4,168-39.7% | $2,671-5.9% |
| Participant deferral / active EE | $756 | $2,628-71.2% | $4,083-81.5% | $4,126-81.7% |
| Admin fee / account holder | $1,503 | $3,942-61.9% | $5,645-73.4% | $5,650-73.4% |