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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 | $38,882 | $176,786-78.0% | $146,643-73.5% | $167,536-76.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 7.96% | 24.04%-16.1pp | 22.75%-14.8pp | 478.82%-470.9pp |
| Employer contribution / active EE | $2,867 | $5,161-44.5% | $4,137-30.7% | $4,839-40.8% |
| Participant deferral / active EE | $1,461 | $6,440-77.3% | $5,506-73.5% | $6,342-77.0% |
| Admin fee / account holder | $5,765 | $13,262-56.5% | $10,280-43.9% | $12,315-53.2% |