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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 | $24,047 | $85,169-71.8% | $172,755-86.1% | $72,983-67.1% |
| Participation rate | 82.8% | 70.1%+12.8pp | 82.6%+0.2pp | 69.5%+13.3pp |
| Annual return | 5.84% | 27.32%-21.5pp | 802.94%-797.1pp | 81.01%-75.2pp |
| Employer contribution / active EE | $2,749 | $3,324-17.3% | $5,144-46.6% | $2,440+12.7% |
| Participant deferral / active EE | $223 | $3,260-93.1% | $5,198-95.7% | $3,608-93.8% |
| Admin fee / account holder | $2,013 | $5,880-65.8% | $13,955-85.6% | $5,124-60.7% |