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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 | $82,527 | $217,432-62.0% | $185,849-55.6% | $167,536-50.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 6.30% | 148.42%-142.1pp | 122.10%-115.8pp | 478.82%-472.5pp |
| Employer contribution / active EE | $2,600 | $5,875-55.7% | $5,169-49.7% | $4,839-46.3% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $789 | $19,818-96.0% | $16,244-95.1% | $12,315-93.6% |