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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 | $47,872 | $89,367-46.4% | $141,191-66.1% | $72,975-34.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 16.75% | 111.87%-95.1pp | 71.41%-54.7pp | 81.01%-64.3pp |
| Employer contribution / active EE | $3,715 | $3,115+19.3% | $4,736-21.6% | $2,440+52.2% |
| Participant deferral / active EE | $1,139 | $5,419-79.0% | $6,710-83.0% | $3,608-68.4% |
| Admin fee / account holder | $29,415 | $5,957+393.8% | $10,264+186.6% | $5,124+474.1% |