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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 | $46,124 | $157,304-70.7% | $141,197-67.3% | $152,909-69.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 12.59% | 64.34%-51.8pp | 71.41%-58.8pp | 345.46%-332.9pp |
| Employer contribution / active EE | $13,337 | $5,263+153.4% | $4,736+181.6% | $4,764+180.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $430 | $12,126-96.5% | $10,265-95.8% | $11,601-96.3% |