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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 | $65,232 | $78,423-16.8% | $95,964-32.0% | $79,856-18.3% |
| Participation rate | 78.6% | 73.5%+5.1pp | 77.1%+1.5pp | 69.6%+8.9pp |
| Annual return | 7.28% | 19.37%-12.1pp | 91.64%-84.4pp | 31.71%-24.4pp |
| Employer contribution / active EE | $0 | $1,945-100.0% | $2,541-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,043 | $3,440-69.7% | $4,167-75.0% | $3,741-72.1% |
| Admin fee / account holder | $1,483 | $5,622-73.6% | $6,797-78.2% | $5,306-72.0% |