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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 | $32,524 | $166,089-80.4% | $164,928-80.3% | $145,978-77.7% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.6%+8.9pp | 80.3%+7.2pp |
| Annual return | 6.37% | 100.26%-93.9pp | 70.08%-63.7pp | 550.52%-544.1pp |
| Employer contribution / active EE | $1,250 | $5,276-76.3% | $4,343-71.2% | $4,662-73.2% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,034-100.0% | $6,690-100.0% |
| Admin fee / account holder | $969 | $16,641-94.2% | $12,684-92.4% | $13,400-92.8% |