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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 | $86,213 | $129,737-33.5% | $119,126-27.6% | $154,746-44.3% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 7.04% | 379.08%-372.0pp | 282.11%-275.1pp | 172.34%-165.3pp |
| Employer contribution / active EE | $15,300 | $4,375+249.7% | $4,034+279.3% | $4,379+249.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $687 | $11,961-94.3% | $10,693-93.6% | $14,365-95.2% |