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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 | $39,458 | $117,846-66.5% | $102,434-61.5% | $145,884-73.0% |
| Participation rate | 80.0% | 78.6%+1.4pp | 76.5%+3.5pp | 80.3%-0.3pp |
| Annual return | 4.93% | 31.90%-27.0pp | 29.46%-24.5pp | 551.85%-546.9pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,713 | $5,733-70.1% | $5,055-66.1% | $6,690-74.4% |
| Admin fee / account holder | $544 | $13,356-95.9% | $9,462-94.3% | $13,392-95.9% |