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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 | $27,422 | $102,382-73.2% | $147,005-81.3% | $80,874-66.1% |
| Participation rate | 93.1% | 75.8%+17.3pp | 82.2%+10.9pp | 67.6%+25.5pp |
| Annual return | 9.94% | 134.89%-125.0pp | 418.76%-408.8pp | 35.62%-25.7pp |
| Employer contribution / active EE | $3,473 | $3,715-6.5% | $4,934-29.6% | $2,756+26.0% |
| Participant deferral / active EE | $1,883 | $6,646-71.7% | $8,070-76.7% | $4,297-56.2% |
| Admin fee / account holder | $1,029 | $7,942-87.0% | $13,006-92.1% | $6,935-85.2% |