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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 | $88,672-59.9% | $105,223-66.2% | $82,448-56.8% |
| Participation rate | 89.7% | 67.9%+21.8pp | 75.0%+14.7pp | 68.1%+21.7pp |
| Annual return | 10.32% | 30.86%-20.5pp | 180.65%-170.3pp | 41.64%-31.3pp |
| Employer contribution / active EE | $3,355 | $3,048+10.1% | $3,689-9.1% | $2,551+31.5% |
| Participant deferral / active EE | $15 | $4,036-99.6% | $5,072-99.7% | $4,139-99.6% |
| Admin fee / account holder | $8,346 | $7,146+16.8% | $8,859-5.8% | $7,234+15.4% |