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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 | $10,735 | $88,778-87.9% | $81,844-86.9% | $145,884-92.6% |
| Participation rate | 75.0% | 75.1%-0.1pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 7.90% | 1033.03%-1025.1pp | 778.87%-771.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $547 | $3,087-82.3% | $2,916-81.3% | $4,662-88.3% |
| Participant deferral / active EE | $597 | $4,648-87.2% | $4,323-86.2% | $6,690-91.1% |
| Admin fee / account holder | $8,476 | $8,430+0.5% | $7,355+15.2% | $13,392-36.7% |