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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 | $11,705 | $103,008-88.6% | $90,304-87.0% | $152,897-92.3% |
| Participation rate | 81.0% | 75.9%+5.1pp | 73.3%+7.7pp | 82.5%-1.5pp |
| Annual return | 4.82% | 95.22%-90.4pp | 78.13%-73.3pp | 345.43%-340.6pp |
| Employer contribution / active EE | $1,430 | $3,139-54.5% | $2,855-49.9% | $4,764-70.0% |
| Participant deferral / active EE | $0 | $4,281-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $706 | $6,175-88.6% | $5,354-86.8% | $11,599-93.9% |