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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 | $61,959 | $102,385-39.5% | $147,080-57.9% | $80,935-23.4% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 9.07% | 135.09%-126.0pp | 420.17%-411.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,205 | $3,717-67.6% | $4,933-75.6% | $2,757-56.3% |
| Participant deferral / active EE | $1,732 | $6,651-74.0% | $8,066-78.5% | $4,299-59.7% |
| Admin fee / account holder | $684 | $7,951-91.4% | $12,989-94.7% | $6,924-90.1% |