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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 | $36,589 | $102,385-64.3% | $147,080-75.1% | $80,935-54.8% |
| Participation rate | 84.4% | 75.9%+8.5pp | 82.2%+2.2pp | 67.7%+16.7pp |
| Annual return | 9.11% | 135.09%-126.0pp | 420.17%-411.1pp | 35.66%-26.5pp |
| Employer contribution / active EE | $939 | $3,717-74.7% | $4,933-81.0% | $2,757-65.9% |
| Participant deferral / active EE | $2,446 | $6,651-63.2% | $8,066-69.7% | $4,299-43.1% |
| Admin fee / account holder | $8,742 | $7,951+9.9% | $12,989-32.7% | $6,924+26.2% |