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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 | $57,881 | $88,672-34.7% | $105,223-45.0% | $82,448-29.8% |
| Participation rate | 93.0% | 67.9%+25.0pp | 75.0%+17.9pp | 68.1%+24.9pp |
| Annual return | 12.04% | 30.86%-18.8pp | 180.65%-168.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $12,329 | $3,048+304.5% | $3,689+234.3% | $2,551+383.3% |
| Participant deferral / active EE | $1,180 | $4,036-70.8% | $5,072-76.7% | $4,139-71.5% |
| Admin fee / account holder | $9,509 | $7,146+33.1% | $8,859+7.3% | $7,234+31.4% |