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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 | $44,133 | $78,670-43.9% | $109,173-59.6% | $85,847-48.6% |
| Participation rate | 85.7% | 68.3%+17.4pp | 75.9%+9.8pp | 69.3%+16.4pp |
| Annual return | 10.60% | 25.09%-14.5pp | 25.75%-15.2pp | 318.61%-308.0pp |
| Employer contribution / active EE | $9,430 | $2,734+244.9% | $3,723+153.3% | $2,565+267.6% |
| Participant deferral / active EE | $0 | $3,467-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $3,840 | $5,469-29.8% | $6,755-43.2% | $6,261-38.7% |