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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 | $36,364 | $85,766-57.6% | $136,298-73.3% | $70,126-48.1% |
| Participation rate | 79.1% | 74.2%+4.9pp | 81.9%-2.9pp | 69.5%+9.5pp |
| Annual return | 12.38% | 31.46%-19.1pp | 5156.27%-5143.9pp | 73.15%-60.8pp |
| Employer contribution / active EE | $1,004 | $2,966-66.1% | $4,696-78.6% | $2,343-57.1% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $488 | $5,421-91.0% | $9,244-94.7% | $4,645-89.5% |