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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 | $32,685 | $34,316-4.8% | $74,722-56.3% | $72,975-55.2% |
| Participation rate | 100.0% | 42.4%+57.6pp | 54.5%+45.5pp | 69.5%+30.5pp |
| Annual return | 13.05% | 26.58%-13.5pp | 753.11%-740.1pp | 81.01%-68.0pp |
| Employer contribution / active EE | $5,722 | $692+727.0% | $1,084+427.7% | $2,440+134.5% |
| Participant deferral / active EE | $0 | $1,272-100.0% | $1,963-100.0% | $3,608-100.0% |
| Admin fee / account holder | $728 | $2,125-65.7% | $3,335-78.2% | $5,124-85.8% |