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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 | $15,728 | $110,410-85.8% | $102,437-84.6% | $145,897-89.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.85% | 24.85%-17.0pp | 24.95%-17.1pp | 552.29%-544.4pp |
| Employer contribution / active EE | $5,072 | $4,217+20.3% | $3,871+31.0% | $4,663+8.8% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $2,112 | $9,745-78.3% | $8,388-74.8% | $13,390-84.2% |