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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 | $15,069 | $88,815-83.0% | $81,882-81.6% | $145,897-89.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 7.56% | 1033.75%-1026.2pp | 779.47%-771.9pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,078 | $3,086-32.7% | $2,916-28.7% | $4,663-55.4% |
| Participant deferral / active EE | $378 | $4,647-91.9% | $4,323-91.2% | $6,689-94.3% |
| Admin fee / account holder | $2,378 | $8,434-71.8% | $7,360-67.7% | $13,390-82.2% |