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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 | $71,944 | $127,790-43.7% | $106,555-32.5% | $167,536-57.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 7.61% | 33.88%-26.3pp | 26.80%-19.2pp | 478.82%-471.2pp |
| Employer contribution / active EE | $1,432 | $3,428-58.2% | $2,819-49.2% | $4,839-70.4% |
| Participant deferral / active EE | $1,019 | $5,088-80.0% | $4,399-76.8% | $6,342-83.9% |
| Admin fee / account holder | $2,600 | $11,229-76.8% | $7,408-64.9% | $12,315-78.9% |