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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 | $31,481 | $80,812-61.0% | $160,784-80.4% | $82,448-61.8% |
| Participation rate | 72.2% | 66.2%+6.0pp | 77.0%-4.7pp | 68.1%+4.2pp |
| Annual return | 13.00% | 100.59%-87.6pp | 1803.92%-1790.9pp | 41.64%-28.6pp |
| Employer contribution / active EE | $497 | $2,174-77.1% | $3,733-86.7% | $2,551-80.5% |
| Participant deferral / active EE | $1,354 | $4,335-68.8% | $6,293-78.5% | $4,139-67.3% |
| Admin fee / account holder | $332 | $7,695-95.7% | $9,717-96.6% | $7,234-95.4% |