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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 | $50,189 | $58,726-14.5% | $142,898-64.9% | $85,847-41.5% |
| Participation rate | 95.6% | 58.5%+37.1pp | 72.0%+23.6pp | 69.3%+26.2pp |
| Annual return | 9.03% | 27.73%-18.7pp | 5639.64%-5630.6pp | 318.61%-309.6pp |
| Employer contribution / active EE | $848 | $1,424-40.4% | $4,146-79.5% | $2,565-67.0% |
| Participant deferral / active EE | $347 | $2,609-86.7% | $3,838-91.0% | $3,952-91.2% |
| Admin fee / account holder | $3,698 | $4,234-12.7% | $6,560-43.6% | $6,261-40.9% |