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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 | $33,968 | $85,766-60.4% | $136,298-75.1% | $70,126-51.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.44% | 31.46%-19.0pp | 5156.27%-5143.8pp | 73.15%-60.7pp |
| Employer contribution / active EE | $2,018 | $2,966-32.0% | $4,696-57.0% | $2,343-13.9% |
| Participant deferral / active EE | $1,168 | $5,051-76.9% | $6,247-81.3% | $3,332-64.9% |
| Admin fee / account holder | $490 | $5,421-91.0% | $9,244-94.7% | $4,645-89.4% |