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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 | $46,257 | $117,846-60.7% | $102,434-54.8% | $145,884-68.3% |
| Participation rate | 94.4% | 78.6%+15.8pp | 76.5%+17.9pp | 80.3%+14.1pp |
| Annual return | 4.65% | 31.90%-27.2pp | 29.46%-24.8pp | 551.85%-547.2pp |
| Employer contribution / active EE | $6,710 | $3,615+85.6% | $3,023+122.0% | $4,662+43.9% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $402 | $13,356-97.0% | $9,462-95.8% | $13,392-97.0% |