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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 | $31,584 | $53,127-40.6% | $86,587-63.5% | $70,131-55.0% |
| Participation rate | 84.4% | 65.3%+19.1pp | 73.5%+10.9pp | 69.5%+14.9pp |
| Annual return | 12.14% | 27.66%-15.5pp | 964.86%-952.7pp | 73.14%-61.0pp |
| Employer contribution / active EE | $1,538 | $2,068-25.7% | $2,839-45.8% | $2,342-34.4% |
| Participant deferral / active EE | $754 | $2,696-72.0% | $3,609-79.1% | $3,332-77.4% |
| Admin fee / account holder | $515 | $3,585-85.6% | $4,906-89.5% | $4,645-88.9% |