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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 | $106,716 | $154,159-30.8% | $130,026-17.9% | $139,456-23.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 7.63% | 32.50%-24.9pp | -137.26%+144.9pp | 373.45%-365.8pp |
| Employer contribution / active EE | $1,137 | $5,292-78.5% | $4,321-73.7% | $4,753-76.1% |
| Participant deferral / active EE | $1,421 | $6,710-78.8% | $5,821-75.6% | $6,711-78.8% |
| Admin fee / account holder | $723 | $14,001-94.8% | $10,608-93.2% | $11,407-93.7% |