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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 | $31,726 | $105,210-69.8% | $159,487-80.1% | $85,851-63.0% |
| Participation rate | 74.1% | 75.8%-1.7pp | 82.8%-8.8pp | 69.3%+4.8pp |
| Annual return | 6.15% | 45.08%-38.9pp | 263.71%-257.6pp | 318.63%-312.5pp |
| Employer contribution / active EE | $924 | $3,319-72.2% | $4,831-80.9% | $2,565-64.0% |
| Participant deferral / active EE | $1,965 | $5,946-66.9% | $7,354-73.3% | $3,952-50.3% |
| Admin fee / account holder | $800 | $6,934-88.5% | $10,804-92.6% | $6,261-87.2% |