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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 | $22,580 | $108,912-79.3% | $100,383-77.5% | $145,959-84.5% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 8.65% | 57.96%-49.3pp | 49.26%-40.6pp | 561.95%-553.3pp |
| Employer contribution / active EE | $411 | $4,423-90.7% | $3,944-89.6% | $4,661-91.2% |
| Participant deferral / active EE | $851 | $8,451-89.9% | $8,086-89.5% | $6,689-87.3% |
| Admin fee / account holder | $482 | $9,690-95.0% | $7,900-93.9% | $13,398-96.4% |