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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 | $73,898 | $134,817-45.2% | $123,973-40.4% | $155,188-52.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 4.14% | 515.49%-511.4pp | 388.13%-384.0pp | 148.84%-144.7pp |
| Employer contribution / active EE | $2,970 | $4,425-32.9% | $4,126-28.0% | $4,248-30.1% |
| Participant deferral / active EE | $1,026 | $5,706-82.0% | $5,247-80.4% | $6,531-84.3% |
| Admin fee / account holder | $1,187 | $13,245-91.0% | $11,799-89.9% | $14,480-91.8% |