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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 | $35,595 | $96,731-63.2% | $123,973-71.3% | $86,983-59.1% |
| Participation rate | 89.7% | 70.0%+19.7pp | 76.7%+13.1pp | 69.5%+20.2pp |
| Annual return | 10.32% | 17.33%-7.0pp | 388.13%-377.8pp | 25.83%-15.5pp |
| Employer contribution / active EE | $3,355 | $3,297+1.7% | $4,126-18.7% | $2,584+29.8% |
| Participant deferral / active EE | $15 | $4,152-99.6% | $5,247-99.7% | $4,194-99.6% |
| Admin fee / account holder | $8,346 | $8,722-4.3% | $11,799-29.3% | $7,856+6.2% |