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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 | $85,546 | $60,442+41.5% | $96,754-11.6% | $87,485-2.2% |
| Participation rate | 100.0% | 58.7%+41.3pp | 70.3%+29.7pp | 68.9%+31.1pp |
| Annual return | 7.87% | 21.97%-14.1pp | 82.04%-74.2pp | 26.06%-18.2pp |
| Employer contribution / active EE | $0 | $1,691-100.0% | $2,679-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $468 | $3,280-85.7% | $4,758-90.2% | $4,274-89.0% |
| Admin fee / account holder | $1,409 | $5,069-72.2% | $8,905-84.2% | $7,775-81.9% |