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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 | $35,403 | $85,766-58.7% | $136,298-74.0% | $70,126-49.5% |
| Participation rate | 96.4% | 74.2%+22.3pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 9.85% | 31.46%-21.6pp | 5156.27%-5146.4pp | 73.15%-63.3pp |
| Employer contribution / active EE | $4,112 | $2,966+38.6% | $4,696-12.4% | $2,343+75.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $697 | $5,421-87.1% | $9,244-92.5% | $4,645-85.0% |