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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 | $34,756 | $102,422-66.1% | $147,117-76.4% | $80,959-57.1% |
| Participation rate | 84.8% | 75.9%+9.0pp | 82.2%+2.7pp | 67.7%+17.2pp |
| Annual return | 9.11% | 135.16%-126.0pp | 420.54%-411.4pp | 35.67%-26.6pp |
| Employer contribution / active EE | $2,043 | $3,717-45.0% | $4,932-58.6% | $2,757-25.9% |
| Participant deferral / active EE | $2,016 | $6,652-69.7% | $8,065-75.0% | $4,300-53.1% |
| Admin fee / account holder | $2,323 | $7,953-70.8% | $12,993-82.1% | $6,925-66.5% |