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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 | $16,299 | $47,479-65.7% | $62,929-74.1% | $82,448-80.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 7.71% | 20.34%-12.6pp | 1063.93%-1056.2pp | 41.64%-33.9pp |
| Employer contribution / active EE | $1,887 | $1,885+0.1% | $2,505-24.7% | $2,551-26.0% |
| Participant deferral / active EE | $632 | $2,870-78.0% | $3,888-83.8% | $4,139-84.7% |
| Admin fee / account holder | $443 | $3,804-88.4% | $5,065-91.3% | $7,234-93.9% |