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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 | $19,282 | $183,539-89.5% | $155,556-87.6% | $145,897-86.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 7.60% | 61.31%-53.7pp | 64.84%-57.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $2,953 | $5,315-44.5% | $4,675-36.9% | $4,663-36.7% |
| Participant deferral / active EE | $1,475 | $6,467-77.2% | $5,631-73.8% | $6,689-77.9% |
| Admin fee / account holder | $656 | $19,275-96.6% | $15,885-95.9% | $13,390-95.1% |