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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 | $79,252 | $98,776-19.8% | $149,745-47.1% | $79,856-0.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.61% | 27.38%-17.8pp | 276.72%-267.1pp | 31.71%-22.1pp |
| Employer contribution / active EE | $1,397 | $3,217-56.6% | $4,646-69.9% | $2,471-43.5% |
| Participant deferral / active EE | $2,215 | $5,681-61.0% | $6,843-67.6% | $3,741-40.8% |
| Admin fee / account holder | $8,909 | $6,053+47.2% | $9,312-4.3% | $5,306+67.9% |