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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 | $58,606 | $72,465-19.1% | $67,575-13.3% | $145,884-59.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 7.00% | 7222.56%-7215.6pp | 3528.98%-3522.0pp | 551.85%-544.8pp |
| Employer contribution / active EE | $2,437 | $3,074-20.7% | $2,736-10.9% | $4,662-47.7% |
| Participant deferral / active EE | $161 | $4,786-96.6% | $4,003-96.0% | $6,690-97.6% |
| Admin fee / account holder | $2,294 | $5,515-58.4% | $3,993-42.5% | $13,392-82.9% |