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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 | $53,403 | $98,776-45.9% | $149,745-64.3% | $79,856-33.1% |
| Participation rate | 72.7% | 75.8%-3.1pp | 82.5%-9.8pp | 69.6%+3.1pp |
| Annual return | 8.77% | 27.38%-18.6pp | 276.72%-268.0pp | 31.71%-22.9pp |
| Employer contribution / active EE | $1,962 | $3,217-39.0% | $4,646-57.8% | $2,471-20.6% |
| Participant deferral / active EE | $1,835 | $5,681-67.7% | $6,843-73.2% | $3,741-50.9% |
| Admin fee / account holder | $2,648 | $6,053-56.2% | $9,312-71.6% | $5,306-50.1% |