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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 | $41,840 | $48,364-13.5% | $71,796-41.7% | $62,881-33.5% |
| Participation rate | 98.2% | 60.6%+37.6pp | 69.1%+29.1pp | 69.3%+28.9pp |
| Annual return | 4.48% | 13.16%-8.7pp | 78.04%-73.6pp | 20.14%-15.7pp |
| Employer contribution / active EE | $909 | $1,042-12.7% | $1,924-52.8% | $2,281-60.1% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $481 | $3,771-87.3% | $4,815-90.0% | $4,296-88.8% |