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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 | $85,193 | $203,483-58.1% | $152,473-44.1% | $167,553-49.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 7.68% | 13.80%-6.1pp | 757.59%-749.9pp | 478.89%-471.2pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,353 | $6,711-79.8% | $5,817-76.7% | $6,343-78.7% |
| Admin fee / account holder | $9,541 | $22,521-57.6% | $15,811-39.7% | $12,316-22.5% |