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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 | $41,857 | $98,766-57.6% | $149,730-72.0% | $79,852-47.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 12.26% | 27.43%-15.2pp | 276.70%-264.4pp | 31.72%-19.5pp |
| Employer contribution / active EE | $961 | $3,217-70.1% | $4,645-79.3% | $2,471-61.1% |
| Participant deferral / active EE | $2,282 | $5,681-59.8% | $6,843-66.7% | $3,740-39.0% |
| Admin fee / account holder | $3,864 | $6,052-36.2% | $9,310-58.5% | $5,306-27.2% |