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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 | $164,064 | $103,008+59.3% | $90,304+81.7% | $152,897+7.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 5.23% | 95.22%-90.0pp | 78.13%-72.9pp | 345.43%-340.2pp |
| Employer contribution / active EE | $6,000 | $3,139+91.1% | $2,855+110.2% | $4,764+26.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $598 | $6,175-90.3% | $5,354-88.8% | $11,599-94.8% |