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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 | $50,531 | $65,361-22.7% | $92,903-45.6% | $72,983-30.8% |
| Participation rate | 97.9% | 68.3%+29.6pp | 76.0%+21.9pp | 69.5%+28.4pp |
| Annual return | 3.34% | 42.11%-38.8pp | 109.43%-106.1pp | 81.01%-77.7pp |
| Employer contribution / active EE | $7,820 | $2,594+201.4% | $3,653+114.1% | $2,440+220.5% |
| Participant deferral / active EE | $28 | $3,128-99.1% | $4,238-99.3% | $3,608-99.2% |
| Admin fee / account holder | $1,519 | $4,251-64.3% | $5,795-73.8% | $5,124-70.3% |