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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 | $36,231 | $27,936+29.7% | $58,561-38.1% | $75,173-51.8% |
| Participation rate | 95.6% | 38.8%+56.7pp | 50.9%+44.7pp | 67.2%+28.4pp |
| Annual return | 13.27% | 44.21%-30.9pp | 4251.33%-4238.1pp | 160.72%-147.5pp |
| Employer contribution / active EE | $147 | $670-78.0% | $1,053-86.0% | $2,671-94.5% |
| Participant deferral / active EE | $0 | $1,202-100.0% | $1,923-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,439 | $1,727-16.7% | $2,520-42.9% | $5,651-74.5% |