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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 | $68,322 | $29,319+133.0% | $52,425+30.3% | $82,448-17.1% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 11.24% | 535.20%-524.0pp | 302.12%-290.9pp | 41.64%-30.4pp |
| Employer contribution / active EE | $4,921 | $586+739.2% | $914+438.3% | $2,551+92.9% |
| Participant deferral / active EE | $0 | $1,171-100.0% | $1,790-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,382 | $1,962-29.6% | $2,495-44.6% | $7,234-80.9% |