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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 | $145,303 | $106,923+35.9% | $84,023+72.9% | $152,909-5.0% |
| Participation rate | 87.5% | 75.3%+12.2pp | 69.0%+18.5pp | 82.5%+5.0pp |
| Annual return | 2.90% | 105.02%-102.1pp | 71.32%-68.4pp | 345.46%-342.6pp |
| Employer contribution / active EE | $752 | $2,735-72.5% | $1,984-62.1% | $4,764-84.2% |
| Participant deferral / active EE | $0 | $4,013-100.0% | $3,239-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,172 | $8,289-85.9% | $6,102-80.8% | $11,601-89.9% |