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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 | $79,508 | $85,766-7.3% | $136,297-41.7% | $70,124+13.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 10.32% | 31.45%-21.1pp | 5156.19%-5145.9pp | 73.14%-62.8pp |
| Employer contribution / active EE | $6,013 | $2,966+102.7% | $4,696+28.1% | $2,342+156.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,991 | $5,420-63.3% | $9,244-78.5% | $4,645-57.1% |