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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 | $30,518 | $157,276-80.6% | $141,177-78.4% | $152,885-80.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 10.18% | 64.33%-54.2pp | 71.40%-61.2pp | 345.39%-335.2pp |
| Employer contribution / active EE | $2,339 | $5,262-55.6% | $4,736-50.6% | $4,763-50.9% |
| Participant deferral / active EE | $1,266 | $7,110-82.2% | $6,710-81.1% | $5,851-78.4% |
| Admin fee / account holder | $324 | $12,123-97.3% | $10,263-96.8% | $11,598-97.2% |