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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 | $25,006 | $68,097-63.3% | $62,929-60.3% | $137,256-81.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.0%+20.0pp |
| Annual return | 10.54% | 1859.11%-1848.6pp | 1063.93%-1053.4pp | 220.34%-209.8pp |
| Employer contribution / active EE | $2,702 | $2,811-3.9% | $2,505+7.9% | $4,156-35.0% |
| Participant deferral / active EE | $585 | $4,553-87.2% | $3,888-85.0% | $6,407-90.9% |
| Admin fee / account holder | $3,600 | $6,521-44.8% | $5,065-28.9% | $12,270-70.7% |