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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 | $51,504 | $100,060-48.5% | $149,721-65.6% | $70,126-26.6% |
| Participation rate | 86.2% | 83.6%+2.6pp | 87.1%-0.9pp | 69.5%+16.7pp |
| Annual return | 8.61% | 27.46%-18.8pp | 1501.67%-1493.1pp | 73.15%-64.5pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $279 | $4,982-94.4% | $6,568-95.7% | $3,332-91.6% |
| Admin fee / account holder | $707 | $8,285-91.5% | $11,282-93.7% | $4,645-84.8% |