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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 | $93,512 | $91,559+2.1% | $133,959-30.2% | $79,858+17.1% |
| Participation rate | 74.2% | 73.3%+0.8pp | 79.8%-5.6pp | 69.6%+4.6pp |
| Annual return | 7.77% | 61.85%-54.1pp | 45.09%-37.3pp | 31.72%-23.9pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,100 | $3,734-70.6% | $5,047-78.2% | $3,740-70.6% |
| Admin fee / account holder | $3,603 | $6,321-43.0% | $8,928-59.6% | $5,306-32.1% |