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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 | $12,369 | $106,267-88.4% | $96,520-87.2% | $139,456-91.1% |
| Participation rate | 87.0% | 77.8%+9.1pp | 74.3%+12.6pp | 80.3%+6.6pp |
| Annual return | 3.07% | 38.45%-35.4pp | 35.72%-32.6pp | 373.45%-370.4pp |
| Employer contribution / active EE | $3,291 | $4,105-19.8% | $3,739-12.0% | $4,753-30.8% |
| Participant deferral / active EE | $0 | $5,454-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,368 | $7,882-82.6% | $6,733-79.7% | $11,407-88.0% |