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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 | $50,282 | $152,612-67.1% | $125,192-59.8% | $152,897-67.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 1.34% | 54.85%-53.5pp | 43.79%-42.4pp | 345.43%-344.1pp |
| Employer contribution / active EE | $9,375 | $4,947+89.5% | $3,866+142.5% | $4,764+96.8% |
| Participant deferral / active EE | $1,081 | $5,868-81.6% | $4,937-78.1% | $5,851-81.5% |
| Admin fee / account holder | $480 | $13,437-96.4% | $9,704-95.1% | $11,599-95.9% |