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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 | $98,760-19.8% | $149,710-47.1% | $79,860-0.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 9.61% | 27.43%-17.8pp | 276.63%-267.0pp | 31.72%-22.1pp |
| Employer contribution / active EE | $1,397 | $3,217-56.6% | $4,645-69.9% | $2,471-43.5% |
| Participant deferral / active EE | $2,215 | $5,681-61.0% | $6,842-67.6% | $3,740-40.8% |
| Admin fee / account holder | $8,909 | $6,053+47.2% | $9,309-4.3% | $5,306+67.9% |