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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 | $49,570 | $65,395-24.2% | $182,531-72.8% | $72,983-32.1% |
| Participation rate | 96.0% | 65.4%+30.6pp | 78.0%+18.0pp | 69.5%+26.5pp |
| Annual return | 15.17% | 27.68%-12.5pp | 148.57%-133.4pp | 81.01%-65.8pp |
| Employer contribution / active EE | $3,280 | $1,911+71.6% | $4,075-19.5% | $2,440+34.4% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,525-100.0% | $3,608-100.0% |
| Admin fee / account holder | $812 | $4,245-80.9% | $8,593-90.6% | $5,124-84.2% |