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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 | $41,062 | $114,119-64.0% | $107,187-61.7% | $138,895-70.4% |
| Participation rate | 95.8% | 78.1%+17.8pp | 75.0%+20.8pp | 79.9%+15.9pp |
| Annual return | 7.91% | 273.21%-265.3pp | 204.55%-196.6pp | 145.39%-137.5pp |
| Employer contribution / active EE | $2,500 | $4,059-38.4% | $3,782-33.9% | $4,194-40.4% |
| Participant deferral / active EE | $431 | $5,538-92.2% | $5,096-91.5% | $6,396-93.3% |
| Admin fee / account holder | $5,158 | $10,024-48.5% | $9,162-43.7% | $12,562-58.9% |