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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 | $15,174 | $96,678-84.3% | $86,640-82.5% | $139,466-89.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 10.38% | 106.69%-96.3pp | 592.52%-582.1pp | 373.66%-363.3pp |
| Employer contribution / active EE | $1,534 | $3,265-53.0% | $3,024-49.3% | $4,754-67.7% |
| Participant deferral / active EE | $292 | $4,837-94.0% | $4,438-93.4% | $6,712-95.7% |
| Admin fee / account holder | $416 | $6,410-93.5% | $5,616-92.6% | $11,409-96.4% |