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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 | $17,347 | $72,071-75.9% | $68,368-74.6% | $137,256-87.4% |
| Participation rate | 90.0% | 76.2%+13.8pp | 73.8%+16.2pp | 80.0%+10.0pp |
| Annual return | 12.49% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $916 | $2,788-67.1% | $2,649-65.4% | $4,156-78.0% |
| Participant deferral / active EE | $509 | $4,410-88.5% | $4,123-87.7% | $6,407-92.1% |
| Admin fee / account holder | $561 | $5,336-89.5% | $5,150-89.1% | $12,270-95.4% |