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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 | $72,352 | $91,179-20.6% | $178,499-59.5% | $79,852-9.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 4.34% | 24.19%-19.9pp | 151.10%-146.8pp | 31.72%-27.4pp |
| Employer contribution / active EE | $8,000 | $3,256+145.7% | $5,011+59.6% | $2,471+223.7% |
| Participant deferral / active EE | $0 | $3,236-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $992 | $6,749-85.3% | $13,986-92.9% | $5,306-81.3% |