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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 | $27,984 | $217,432-87.1% | $185,851-84.9% | $167,553-83.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.53% | 148.43%-139.9pp | 122.11%-113.6pp | 478.89%-470.4pp |
| Employer contribution / active EE | $8,566 | $5,874+45.8% | $5,168+65.7% | $4,840+77.0% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $441 | $19,820-97.8% | $16,245-97.3% | $12,316-96.4% |