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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 | $44,915 | $115,810-61.2% | $101,271-55.6% | $158,966-71.7% |
| Participation rate | 90.5% | 79.4%+11.1pp | 75.8%+14.7pp | 82.0%+8.5pp |
| Annual return | 6.03% | 56.15%-50.1pp | 46.48%-40.5pp | 302.95%-296.9pp |
| Employer contribution / active EE | $9,048 | $4,175+116.7% | $3,660+147.2% | $4,762+90.0% |
| Participant deferral / active EE | $1,123 | $4,958-77.4% | $4,371-74.3% | $5,983-81.2% |
| Admin fee / account holder | $18,496 | $7,248+155.2% | $5,948+211.0% | $11,250+64.4% |