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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 | $48,610 | $160,040-69.6% | $147,096-67.0% | $145,877-66.7% |
| Participation rate | 91.7% | 84.0%+7.6pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 8.29% | 98.49%-90.2pp | 419.75%-411.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,166 | $5,289-78.0% | $4,936-76.4% | $4,663-75.0% |
| Participant deferral / active EE | $2,111 | $8,429-75.0% | $8,071-73.8% | $6,691-68.4% |
| Admin fee / account holder | $15,353 | $15,050+2.0% | $13,005+18.1% | $13,402+14.6% |