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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 | $76,222 | $95,406-20.1% | $185,849-59.0% | $85,847-11.2% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 11.02% | 23.59%-12.6pp | 122.10%-111.1pp | 318.61%-307.6pp |
| Employer contribution / active EE | $2,727 | $3,314-17.7% | $5,169-47.2% | $2,565+6.3% |
| Participant deferral / active EE | $791 | $3,424-76.9% | $5,569-85.8% | $3,952-80.0% |
| Admin fee / account holder | $1,069 | $7,214-85.2% | $16,244-93.4% | $6,261-82.9% |