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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 | $64,588 | $89,364-27.7% | $141,177-54.3% | $72,983-11.5% |
| Participation rate | 82.1% | 75.1%+6.9pp | 82.5%-0.4pp | 69.5%+12.6pp |
| Annual return | 18.62% | 111.86%-93.2pp | 71.40%-52.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $924 | $3,115-70.3% | $4,736-80.5% | $2,440-62.1% |
| Participant deferral / active EE | $2,069 | $5,419-61.8% | $6,710-69.2% | $3,608-42.6% |
| Admin fee / account holder | $1,915 | $5,959-67.9% | $10,263-81.3% | $5,124-62.6% |