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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 | $29,434 | $85,171-65.4% | $172,753-83.0% | $72,976-59.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 8.94% | 27.32%-18.4pp | 803.00%-794.1pp | 81.02%-72.1pp |
| Employer contribution / active EE | $6,116 | $3,324+84.0% | $5,144+18.9% | $2,440+150.7% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $327 | $5,880-94.4% | $13,956-97.7% | $5,124-93.6% |