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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 | $43,281 | $91,198-52.5% | $178,503-75.8% | $79,856-45.8% |
| Participation rate | 96.3% | 69.2%+27.1pp | 81.9%+14.4pp | 69.6%+26.7pp |
| Annual return | 8.68% | 24.20%-15.5pp | 151.12%-142.4pp | 31.71%-23.0pp |
| Employer contribution / active EE | $1,679 | $3,257-48.5% | $5,011-66.5% | $2,471-32.1% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,624 | $6,748-1.8% | $13,987-52.6% | $5,306+24.8% |