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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 | $35,309 | $91,198-61.3% | $178,503-80.2% | $79,856-55.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.67% | 24.20%-17.5pp | 151.12%-144.5pp | 31.71%-25.0pp |
| Employer contribution / active EE | $5,646 | $3,257+73.4% | $5,011+12.7% | $2,471+128.5% |
| Participant deferral / active EE | $0 | $3,237-100.0% | $5,202-100.0% | $3,741-100.0% |
| Admin fee / account holder | $479 | $6,748-92.9% | $13,987-96.6% | $5,306-91.0% |