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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 | $67,273 | $98,766-31.9% | $149,730-55.1% | $79,852-15.8% |
| Participation rate | 71.4% | 75.8%-4.4pp | 82.5%-11.1pp | 69.6%+1.8pp |
| Annual return | 11.34% | 27.43%-16.1pp | 276.70%-265.4pp | 31.72%-20.4pp |
| Employer contribution / active EE | $690 | $3,217-78.5% | $4,645-85.1% | $2,471-72.1% |
| Participant deferral / active EE | $2,186 | $5,681-61.5% | $6,843-68.1% | $3,740-41.6% |
| Admin fee / account holder | $1,992 | $6,052-67.1% | $9,310-78.6% | $5,306-62.5% |