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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 | $36,123 | $232,540-84.5% | $185,117-80.5% | $147,586-75.5% |
| Participation rate | 95.5% | 82.4%+13.1pp | 77.3%+18.2pp | 82.8%+12.6pp |
| Annual return | 3.85% | 43.03%-39.2pp | 40.50%-36.6pp | 578.59%-574.7pp |
| Employer contribution / active EE | $1,591 | $5,195-69.4% | $4,182-62.0% | $4,876-67.4% |
| Participant deferral / active EE | $454 | $5,834-92.2% | $5,045-91.0% | $5,439-91.7% |
| Admin fee / account holder | $1,748 | $10,275-83.0% | $8,159-78.6% | $10,886-83.9% |