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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 | $40,175 | $78,707-49.0% | $117,861-65.9% | $70,126-42.7% |
| Participation rate | 91.5% | 73.2%+18.3pp | 79.7%+11.8pp | 69.5%+21.9pp |
| Annual return | 9.42% | 23.30%-13.9pp | 335.11%-325.7pp | 73.15%-63.7pp |
| Employer contribution / active EE | $851 | $2,223-61.7% | $3,786-77.5% | $2,343-63.7% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $381 | $5,066-92.5% | $8,021-95.3% | $4,645-91.8% |