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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 | $62,949 | $85,766-26.6% | $136,298-53.8% | $70,126-10.2% |
| Participation rate | 84.8% | 74.2%+10.7pp | 81.9%+2.9pp | 69.5%+15.3pp |
| Annual return | 6.67% | 31.46%-24.8pp | 5156.27%-5149.6pp | 73.15%-66.5pp |
| Employer contribution / active EE | $1,393 | $2,966-53.0% | $4,696-70.3% | $2,343-40.5% |
| Participant deferral / active EE | $1,982 | $5,051-60.8% | $6,247-68.3% | $3,332-40.5% |
| Admin fee / account holder | $2,172 | $5,421-59.9% | $9,244-76.5% | $4,645-53.2% |