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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 | $57,339 | $85,766-33.1% | $136,295-57.9% | $70,131-18.2% |
| Participation rate | 89.3% | 74.2%+15.1pp | 81.9%+7.4pp | 69.5%+19.7pp |
| Annual return | 13.57% | 31.45%-17.9pp | 5155.97%-5142.4pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,071 | $2,966-63.9% | $4,695-77.2% | $2,342-54.3% |
| Participant deferral / active EE | $305 | $5,051-94.0% | $6,247-95.1% | $3,332-90.9% |
| Admin fee / account holder | $1,442 | $5,420-73.4% | $9,243-84.4% | $4,645-69.0% |