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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 | $24,217 | $89,367-72.9% | $141,191-82.8% | $72,975-66.8% |
| Participation rate | 95.5% | 75.1%+20.3pp | 82.5%+13.0pp | 69.5%+26.0pp |
| Annual return | 1.78% | 111.87%-110.1pp | 71.41%-69.6pp | 81.01%-79.2pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,326 | $5,419-75.5% | $6,710-80.2% | $3,608-63.2% |
| Admin fee / account holder | $1,724 | $5,957-71.1% | $10,264-83.2% | $5,124-66.4% |