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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 | $44,096 | $157,296-72.0% | $141,191-68.8% | $152,897-71.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 14.24% | 64.34%-50.1pp | 71.41%-57.2pp | 345.43%-331.2pp |
| Employer contribution / active EE | $2,667 | $5,262-49.3% | $4,736-43.7% | $4,764-44.0% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,329 | $12,125-89.0% | $10,264-87.1% | $11,599-88.5% |