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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 | $53,711 | $96,678-44.4% | $86,640-38.0% | $139,466-61.5% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 9.86% | 106.69%-96.8pp | 592.52%-582.7pp | 373.66%-363.8pp |
| Employer contribution / active EE | $1,311 | $3,265-59.8% | $3,024-56.6% | $4,754-72.4% |
| Participant deferral / active EE | $240 | $4,837-95.0% | $4,438-94.6% | $6,712-96.4% |
| Admin fee / account holder | $538 | $6,410-91.6% | $5,616-90.4% | $11,409-95.3% |