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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 | $21,752 | $85,171-74.5% | $172,752-87.4% | $72,975-70.2% |
| Participation rate | 90.3% | 70.1%+20.3pp | 82.6%+7.7pp | 69.5%+20.8pp |
| Annual return | 4.08% | 27.32%-23.2pp | 802.97%-798.9pp | 81.01%-76.9pp |
| Employer contribution / active EE | $2,519 | $3,324-24.2% | $5,144-51.0% | $2,440+3.3% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $853 | $5,880-85.5% | $13,955-93.9% | $5,124-83.3% |