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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 | $65,656 | $68,097-3.6% | $62,929+4.3% | $137,256-52.2% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 9.54% | 1859.11%-1849.6pp | 1063.93%-1054.4pp | 220.34%-210.8pp |
| Employer contribution / active EE | $3,724 | $2,811+32.5% | $2,505+48.7% | $4,156-10.4% |
| Participant deferral / active EE | $67 | $4,553-98.5% | $3,888-98.3% | $6,407-99.0% |
| Admin fee / account holder | $4,099 | $6,521-37.2% | $5,065-19.1% | $12,270-66.6% |