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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 | $46,269 | $99,011-53.3% | $86,582-46.6% | $147,586-68.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 5.12% | 1312.75%-1307.6pp | 965.08%-960.0pp | 578.59%-573.5pp |
| Employer contribution / active EE | $2,282 | $3,132-27.1% | $2,839-19.6% | $4,876-53.2% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $382 | $5,709-93.3% | $4,904-92.2% | $10,886-96.5% |