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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 | $70,860 | $91,559-22.6% | $133,978-47.1% | $79,856-11.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 4.36% | 61.85%-57.5pp | 45.10%-40.7pp | 31.71%-27.4pp |
| Employer contribution / active EE | $5,563 | $2,384+133.4% | $3,919+42.0% | $2,471+125.1% |
| Participant deferral / active EE | $0 | $3,734-100.0% | $5,047-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,197 | $6,321-81.1% | $8,930-86.6% | $5,306-77.4% |