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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 | $71,656 | $78,707-9.0% | $117,861-39.2% | $70,126+2.2% |
| Participation rate | 97.8% | 73.2%+24.6pp | 79.7%+18.1pp | 69.5%+28.2pp |
| Annual return | 9.72% | 23.30%-13.6pp | 335.11%-325.4pp | 73.15%-63.4pp |
| Employer contribution / active EE | $1,614 | $2,223-27.4% | $3,786-57.4% | $2,343-31.1% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $866 | $5,066-82.9% | $8,021-89.2% | $4,645-81.4% |