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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 | $41,809 | $102,382-59.2% | $147,005-71.6% | $80,874-48.3% |
| Participation rate | 72.3% | 75.8%-3.5pp | 82.2%-9.8pp | 67.6%+4.7pp |
| Annual return | 11.02% | 134.89%-123.9pp | 418.76%-407.7pp | 35.62%-24.6pp |
| Employer contribution / active EE | $1,508 | $3,715-59.4% | $4,934-69.4% | $2,756-45.3% |
| Participant deferral / active EE | $2,452 | $6,646-63.1% | $8,070-69.6% | $4,297-42.9% |
| Admin fee / account holder | $3,592 | $7,942-54.8% | $13,006-72.4% | $6,935-48.2% |