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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 | $60,059 | $27,936+115.0% | $58,561+2.6% | $75,173-20.1% |
| Participation rate | 100.0% | 38.8%+61.2pp | 50.9%+49.1pp | 67.2%+32.8pp |
| Annual return | 11.52% | 44.21%-32.7pp | 4251.33%-4239.8pp | 160.72%-149.2pp |
| Employer contribution / active EE | $4,286 | $670+540.1% | $1,053+306.8% | $2,671+60.5% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $868 | $1,727-49.7% | $2,520-65.6% | $5,651-84.6% |