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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 | $38,172 | $118,869-67.9% | $96,575-60.5% | $167,518-77.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 6.62% | 50.49%-43.9pp | 37.79%-31.2pp | 478.71%-472.1pp |
| Employer contribution / active EE | $7,809 | $3,120+150.3% | $2,357+231.3% | $4,838+61.4% |
| Participant deferral / active EE | $0 | $4,616-100.0% | $3,849-100.0% | $6,342-100.0% |
| Admin fee / account holder | $502 | $8,067-93.8% | $6,182-91.9% | $12,312-95.9% |