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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 | $22,694 | $107,368-78.9% | $92,915-75.6% | $152,909-85.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 4.53% | 145.64%-141.1pp | 109.45%-104.9pp | 345.46%-340.9pp |
| Employer contribution / active EE | $8,411 | $4,222+99.2% | $3,653+130.2% | $4,764+76.5% |
| Participant deferral / active EE | $0 | $4,848-100.0% | $4,238-100.0% | $5,851-100.0% |
| Admin fee / account holder | $456 | $7,082-93.6% | $5,796-92.1% | $11,601-96.1% |