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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 | $48,150 | $102,382-53.0% | $147,005-67.2% | $80,874-40.5% |
| Participation rate | 91.9% | 75.8%+16.0pp | 82.2%+9.7pp | 67.6%+24.2pp |
| Annual return | 11.31% | 134.89%-123.6pp | 418.76%-407.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $1,027 | $3,715-72.4% | $4,934-79.2% | $2,756-62.7% |
| Participant deferral / active EE | $1,612 | $6,646-75.7% | $8,070-80.0% | $4,297-62.5% |
| Admin fee / account holder | $1,832 | $7,942-76.9% | $13,006-85.9% | $6,935-73.6% |