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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 | $39,519 | $107,368-63.2% | $92,915-57.5% | $152,909-74.2% |
| Participation rate | 73.3% | 79.8%-6.5pp | 76.0%-2.7pp | 82.5%-9.1pp |
| Annual return | 10.60% | 145.64%-135.0pp | 109.45%-98.9pp | 345.46%-334.9pp |
| Employer contribution / active EE | $6,667 | $4,222+57.9% | $3,653+82.5% | $4,764+39.9% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $336 | $7,082-95.3% | $5,796-94.2% | $11,601-97.1% |