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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 | $33,529 | $85,766-60.9% | $136,298-75.4% | $70,126-52.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 9.64% | 31.46%-21.8pp | 5156.27%-5146.6pp | 73.15%-63.5pp |
| Employer contribution / active EE | $9,388 | $2,966+216.5% | $4,696+99.9% | $2,343+300.8% |
| Participant deferral / active EE | $1,990 | $5,051-60.6% | $6,247-68.1% | $3,332-40.3% |
| Admin fee / account holder | $569 | $5,421-89.5% | $9,244-93.8% | $4,645-87.8% |