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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 | $47,229 | $61,125-22.7% | $94,057-49.8% | $87,485-46.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 11.50% | 35.20%-23.7pp | 480.62%-469.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $2,628 | $2,136+23.0% | $2,933-10.4% | $2,596+1.2% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $4,709-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,429 | $5,629-74.6% | $7,244-80.3% | $7,775-81.6% |