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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 | $26,489 | $102,393-74.1% | $147,041-82.0% | $80,911-67.3% |
| Participation rate | 79.4% | 75.9%+3.5pp | 82.2%-2.8pp | 67.6%+11.7pp |
| Annual return | 10.19% | 134.95%-124.8pp | 419.21%-409.0pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,678 | $3,715-54.8% | $4,935-66.0% | $2,756-39.1% |
| Participant deferral / active EE | $2,399 | $6,647-63.9% | $8,071-70.3% | $4,297-44.2% |
| Admin fee / account holder | $5,342 | $7,943-32.8% | $13,006-58.9% | $6,935-23.0% |