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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 | $51,614 | $107,941-52.2% | $91,994-43.9% | $152,897-66.2% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 10.87% | 89.28%-78.4pp | 69.04%-58.2pp | 345.43%-334.6pp |
| Employer contribution / active EE | $5,758 | $4,212+36.7% | $3,453+66.8% | $4,764+20.9% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,302 | $10,521-87.6% | $7,744-83.2% | $11,599-88.8% |