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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 | $57,591 | $78,423-26.6% | $95,964-40.0% | $79,856-27.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 5.95% | 19.37%-13.4pp | 91.64%-85.7pp | 31.71%-25.8pp |
| Employer contribution / active EE | $6,944 | $1,945+257.0% | $2,541+173.3% | $2,471+181.0% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,741-100.0% |
| Admin fee / account holder | $3,809 | $5,622-32.3% | $6,797-44.0% | $5,306-28.2% |