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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 | $80,985 | $51,631+56.9% | $129,397-37.4% | $80,925+0.1% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 11.09% | 20.77%-9.7pp | 9453.98%-9442.9pp | 35.65%-24.6pp |
| Employer contribution / active EE | $8,549 | $1,583+440.0% | $4,154+105.8% | $2,756+210.2% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,299-100.0% |
| Admin fee / account holder | $340 | $4,309-92.1% | $7,679-95.6% | $6,940-95.1% |