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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 | $54,712 | $56,134-2.5% | $96,171-43.1% | $85,847-36.3% |
| Participation rate | 100.0% | 56.7%+43.3pp | 68.4%+31.6pp | 69.3%+30.7pp |
| Annual return | 11.42% | 42.30%-30.9pp | 192.04%-180.6pp | 318.61%-307.2pp |
| Employer contribution / active EE | $6,572 | $1,620+305.6% | $2,799+134.8% | $2,565+156.2% |
| Participant deferral / active EE | $400 | $2,858-86.0% | $4,350-90.8% | $3,952-89.9% |
| Admin fee / account holder | $7,724 | $3,769+104.9% | $5,538+39.5% | $6,261+23.4% |