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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 | $29,246 | $48,314-39.5% | $67,561-56.7% | $80,925-63.9% |
| Participation rate | 88.2% | 66.4%+21.8pp | 72.9%+15.3pp | 67.7%+20.6pp |
| Annual return | 11.23% | 18.28%-7.1pp | 3525.44%-3514.2pp | 35.65%-24.4pp |
| Employer contribution / active EE | $2,761 | $2,022+36.6% | $2,735+1.0% | $2,756+0.2% |
| Participant deferral / active EE | $0 | $2,927-100.0% | $4,003-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,961 | $3,690-46.9% | $4,006-51.0% | $6,940-71.7% |