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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 | $84,850 | $78,423+8.2% | $95,964-11.6% | $79,856+6.3% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 3.68% | 19.37%-15.7pp | 91.64%-88.0pp | 31.71%-28.0pp |
| Employer contribution / active EE | $4,744 | $1,945+143.8% | $2,541+86.7% | $2,471+92.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $872 | $5,622-84.5% | $6,797-87.2% | $5,306-83.6% |