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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 | $42,598 | $85,171-50.0% | $172,752-75.3% | $72,975-41.6% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 5.35% | 27.32%-22.0pp | 802.97%-797.6pp | 81.01%-75.7pp |
| Employer contribution / active EE | $3,218 | $3,324-3.2% | $5,144-37.4% | $2,440+31.9% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $557 | $5,880-90.5% | $13,955-96.0% | $5,124-89.1% |