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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 | $40,386 | $106,003-61.9% | $92,236-56.2% | $147,585-72.6% |
| Participation rate | 93.8% | 80.4%+13.3pp | 76.5%+17.3pp | 82.8%+10.9pp |
| Annual return | 9.60% | 50.05%-40.5pp | 176.29%-166.7pp | 578.57%-569.0pp |
| Employer contribution / active EE | $14,837 | $4,333+242.4% | $3,679+303.2% | $4,876+204.3% |
| Participant deferral / active EE | $424 | $4,478-90.5% | $3,897-89.1% | $5,439-92.2% |
| Admin fee / account holder | $2,286 | $6,333-63.9% | $5,194-56.0% | $10,885-79.0% |