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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 | $39,283 | $100,060-60.7% | $149,721-73.8% | $70,126-44.0% |
| Participation rate | 98.1% | 83.6%+14.5pp | 87.1%+11.0pp | 69.5%+28.5pp |
| Annual return | 4.07% | 27.46%-23.4pp | 1501.67%-1497.6pp | 73.15%-69.1pp |
| Employer contribution / active EE | $1,601 | $3,661-56.3% | $5,444-70.6% | $2,343-31.6% |
| Participant deferral / active EE | $2,222 | $4,982-55.4% | $6,568-66.2% | $3,332-33.3% |
| Admin fee / account holder | $1,341 | $8,285-83.8% | $11,282-88.1% | $4,645-71.1% |