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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 | $14,542 | $88,702-83.6% | $81,780-82.2% | $145,978-90.0% |
| Participation rate | 77.3% | 75.0%+2.2pp | 72.4%+4.9pp | 80.3%-3.0pp |
| Annual return | 8.66% | 1029.12%-1020.5pp | 776.27%-767.6pp | 550.52%-541.9pp |
| Employer contribution / active EE | $1,023 | $3,084-66.8% | $2,914-64.9% | $4,662-78.1% |
| Participant deferral / active EE | $456 | $4,645-90.2% | $4,321-89.4% | $6,690-93.2% |
| Admin fee / account holder | $495 | $8,414-94.1% | $7,384-93.3% | $13,400-96.3% |