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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 | $18,712 | $85,169-78.0% | $172,755-89.2% | $72,983-74.4% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.3pp |
| Annual return | 10.55% | 27.32%-16.8pp | 802.94%-792.4pp | 81.01%-70.5pp |
| Employer contribution / active EE | $1,974 | $3,324-40.6% | $5,144-61.6% | $2,440-19.1% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $687 | $5,880-88.3% | $13,955-95.1% | $5,124-86.6% |