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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 | $52,861 | $102,385-48.4% | $147,080-64.1% | $80,935-34.7% |
| Participation rate | 98.0% | 75.9%+22.1pp | 82.2%+15.8pp | 67.7%+30.3pp |
| Annual return | 10.68% | 135.09%-124.4pp | 420.17%-409.5pp | 35.66%-25.0pp |
| Employer contribution / active EE | $1,385 | $3,717-62.7% | $4,933-71.9% | $2,757-49.7% |
| Participant deferral / active EE | $2,507 | $6,651-62.3% | $8,066-68.9% | $4,299-41.7% |
| Admin fee / account holder | $1,014 | $7,951-87.3% | $12,989-92.2% | $6,924-85.4% |