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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 | $70,562 | $197,625-64.3% | $177,840-60.3% | $158,966-55.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 5.55% | 58.76%-53.2pp | 48.32%-42.8pp | 302.95%-297.4pp |
| Employer contribution / active EE | $3,380 | $6,698-49.5% | $5,919-42.9% | $4,762-29.0% |
| Participant deferral / active EE | $2,782 | $8,405-66.9% | $7,714-63.9% | $5,983-53.5% |
| Admin fee / account holder | $4,742 | $15,405-69.2% | $12,431-61.9% | $11,250-57.9% |