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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 | $40,607 | $48,053-15.5% | $84,628-52.0% | $72,975-44.4% |
| Participation rate | 98.8% | 57.6%+41.2pp | 68.2%+30.6pp | 69.5%+29.3pp |
| Annual return | 17.07% | 37.39%-20.3pp | 258.80%-241.7pp | 81.01%-63.9pp |
| Employer contribution / active EE | $5,951 | $1,602+271.5% | $2,653+124.3% | $2,440+143.9% |
| Participant deferral / active EE | $479 | $2,681-82.1% | $3,900-87.7% | $3,608-86.7% |
| Admin fee / account holder | $2,059 | $3,395-39.3% | $4,914-58.1% | $5,124-59.8% |