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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 | $6,865 | $100,203-93.1% | $85,240-91.9% | $145,897-95.3% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 5.80% | 84.28%-78.5pp | 66.75%-61.0pp | 552.29%-546.5pp |
| Employer contribution / active EE | $933 | $3,242-71.2% | $2,735-65.9% | $4,663-80.0% |
| Participant deferral / active EE | $399 | $5,299-92.5% | $4,527-91.2% | $6,689-94.0% |
| Admin fee / account holder | $549 | $7,265-92.4% | $6,165-91.1% | $13,390-95.9% |