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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 | $27,671 | $65,434-57.7% | $98,483-71.9% | $85,847-67.8% |
| Participation rate | 96.5% | 65.0%+31.5pp | 73.3%+23.1pp | 69.3%+27.2pp |
| Annual return | 10.86% | 21.75%-10.9pp | 1494.38%-1483.5pp | 318.61%-307.7pp |
| Employer contribution / active EE | $2,948 | $2,169+35.9% | $2,961-0.4% | $2,565+14.9% |
| Participant deferral / active EE | $719 | $3,168-77.3% | $4,276-83.2% | $3,952-81.8% |
| Admin fee / account holder | $2,718 | $4,595-40.9% | $5,953-54.3% | $6,261-56.6% |