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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 | $51,747 | $53,128-2.6% | $86,582-40.2% | $70,126-26.2% |
| Participation rate | 75.9% | 65.3%+10.6pp | 73.5%+2.4pp | 69.5%+6.4pp |
| Annual return | 11.95% | 27.66%-15.7pp | 965.08%-953.1pp | 73.15%-61.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $2,839-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $289 | $2,695-89.3% | $3,609-92.0% | $3,332-91.3% |
| Admin fee / account holder | $14,333 | $3,584+299.9% | $4,904+192.3% | $4,645+208.5% |