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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 | $14,717 | $47,479-69.0% | $62,929-76.6% | $82,448-82.2% |
| Participation rate | 88.5% | 66.9%+21.7pp | 73.1%+15.4pp | 68.1%+20.5pp |
| Annual return | 11.44% | 20.34%-8.9pp | 1063.93%-1052.5pp | 41.64%-30.2pp |
| Employer contribution / active EE | $1,061 | $1,885-43.7% | $2,505-57.6% | $2,551-58.4% |
| Participant deferral / active EE | $49 | $2,870-98.3% | $3,888-98.7% | $4,139-98.8% |
| Admin fee / account holder | $2,353 | $3,804-38.1% | $5,065-53.5% | $7,234-67.5% |