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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 | $47,748 | $115,814-58.8% | $101,275-52.9% | $158,982-70.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 4.04% | 56.16%-52.1pp | 46.48%-42.4pp | 302.99%-298.9pp |
| Employer contribution / active EE | $2,931 | $4,176-29.8% | $3,660-19.9% | $4,763-38.5% |
| Participant deferral / active EE | $193 | $4,958-96.1% | $4,371-95.6% | $5,983-96.8% |
| Admin fee / account holder | $385 | $7,249-94.7% | $5,948-93.5% | $11,252-96.6% |