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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 | $102,393-64.3% | $147,041-75.1% | $80,911-54.8% |
| Participation rate | 84.4% | 75.9%+8.5pp | 82.2%+2.2pp | 67.6%+16.7pp |
| Annual return | 9.11% | 134.95%-125.8pp | 419.21%-410.1pp | 35.63%-26.5pp |
| Employer contribution / active EE | $939 | $3,715-74.7% | $4,935-81.0% | $2,756-65.9% |
| Participant deferral / active EE | $2,446 | $6,647-63.2% | $8,071-69.7% | $4,297-43.1% |
| Admin fee / account holder | $8,742 | $7,943+10.0% | $13,006-32.8% | $6,935+26.1% |