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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 | $82,539 | $51,642+59.8% | $129,384-36.2% | $80,935+2.0% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 9.97% | 20.78%-10.8pp | 9461.77%-9451.8pp | 35.66%-25.7pp |
| Employer contribution / active EE | $3,846 | $1,583+143.0% | $4,153-7.4% | $2,757+39.5% |
| Participant deferral / active EE | $538 | $2,670-79.9% | $4,166-87.1% | $4,299-87.5% |
| Admin fee / account holder | $5,630 | $4,312+30.6% | $7,686-26.7% | $6,924-18.7% |