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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 | $15,000 | $85,171-82.4% | $172,752-91.3% | $72,975-79.4% |
| Participation rate | 96.5% | 70.1%+26.4pp | 82.6%+13.9pp | 69.5%+27.0pp |
| Annual return | 2.03% | 27.32%-25.3pp | 802.97%-800.9pp | 81.01%-79.0pp |
| Employer contribution / active EE | $1,231 | $3,324-63.0% | $5,144-76.1% | $2,440-49.6% |
| Participant deferral / active EE | $726 | $3,260-77.7% | $5,198-86.0% | $3,608-79.9% |
| Admin fee / account holder | $710 | $5,880-87.9% | $13,955-94.9% | $5,124-86.1% |