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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 | $45,227 | $157,304-71.2% | $141,197-68.0% | $152,909-70.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 6.26% | 64.34%-58.1pp | 71.41%-65.1pp | 345.46%-339.2pp |
| Employer contribution / active EE | $4,113 | $5,263-21.8% | $4,736-13.2% | $4,764-13.7% |
| Participant deferral / active EE | $1,452 | $7,111-79.6% | $6,710-78.4% | $5,851-75.2% |
| Admin fee / account holder | $392 | $12,126-96.8% | $10,265-96.2% | $11,601-96.6% |