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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 | $36,465 | $102,696-64.5% | $86,235-57.7% | $139,487-73.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 8.42% | 1925.91%-1917.5pp | 1170.03%-1161.6pp | 373.84%-365.4pp |
| Employer contribution / active EE | $2,500 | $3,034-17.6% | $2,381+5.0% | $4,755-47.4% |
| Participant deferral / active EE | $0 | $4,679-100.0% | $3,987-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,220 | $8,667-85.9% | $6,856-82.2% | $11,407-89.3% |