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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 | $41,279 | $78,705-47.6% | $117,857-65.0% | $70,131-41.1% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 6.91% | 23.30%-16.4pp | 335.09%-328.2pp | 73.14%-66.2pp |
| Employer contribution / active EE | $847 | $2,223-61.9% | $3,786-77.6% | $2,342-63.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $462 | $5,065-90.9% | $8,020-94.2% | $4,645-90.1% |