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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 | $36,350 | $72,446-49.8% | $67,561-46.2% | $145,877-75.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 6.11% | 7211.98%-7205.9pp | 3525.44%-3519.3pp | 551.28%-545.2pp |
| Employer contribution / active EE | $889 | $3,072-71.1% | $2,735-67.5% | $4,663-80.9% |
| Participant deferral / active EE | $484 | $4,785-89.9% | $4,003-87.9% | $6,691-92.8% |
| Admin fee / account holder | $2,054 | $5,541-62.9% | $4,006-48.7% | $13,402-84.7% |