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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 | $62,368 | $87,132-28.4% | $105,624-41.0% | $80,959-23.0% |
| Participation rate | 73.3% | 70.4%+2.9pp | 75.3%-1.9pp | 67.7%+5.7pp |
| Annual return | 9.42% | 17.03%-7.6pp | 116.20%-106.8pp | 35.67%-26.2pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $540 | $3,985-86.4% | $5,013-89.2% | $4,300-87.4% |
| Admin fee / account holder | $594 | $8,449-93.0% | $10,961-94.6% | $6,925-91.4% |