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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 | $66,081 | $48,337+36.7% | $67,560-2.2% | $80,959-18.4% |
| Participation rate | 97.4% | 66.4%+30.9pp | 72.9%+24.4pp | 67.7%+29.7pp |
| Annual return | 9.29% | 18.26%-9.0pp | 3533.50%-3524.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $6,828 | $2,023+237.6% | $2,737+149.5% | $2,757+147.6% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $25,073 | $3,695+578.5% | $3,994+527.8% | $6,925+262.0% |