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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 | $96,643-44.4% | $86,617-38.0% | $139,456-61.5% |
| Participation rate | 70.0% | 74.4%-4.4pp | 71.7%-1.7pp | 80.3%-10.3pp |
| Annual return | 9.86% | 106.57%-96.7pp | 591.91%-582.0pp | 373.45%-363.6pp |
| Employer contribution / active EE | $1,311 | $3,264-59.8% | $3,023-56.6% | $4,753-72.4% |
| Participant deferral / active EE | $240 | $4,835-95.0% | $4,437-94.6% | $6,711-96.4% |
| Admin fee / account holder | $538 | $6,406-91.6% | $5,613-90.4% | $11,407-95.3% |