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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 | $22,568 | $112,121-79.9% | $95,960-76.5% | $158,966-85.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 6.10% | 171.16%-165.1pp | 91.63%-85.5pp | 302.95%-296.9pp |
| Employer contribution / active EE | $2,245 | $3,199-29.8% | $2,541-11.7% | $4,762-52.9% |
| Participant deferral / active EE | $1,318 | $4,784-72.5% | $4,167-68.4% | $5,983-78.0% |
| Admin fee / account holder | $4,402 | $10,135-56.6% | $6,797-35.2% | $11,250-60.9% |