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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 | $48,433 | $89,367-45.8% | $141,191-65.7% | $72,975-33.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 14.82% | 111.87%-97.0pp | 71.41%-56.6pp | 81.01%-66.2pp |
| Employer contribution / active EE | $3,574 | $3,115+14.8% | $4,736-24.5% | $2,440+46.5% |
| Participant deferral / active EE | $2,288 | $5,419-57.8% | $6,710-65.9% | $3,608-36.6% |
| Admin fee / account holder | $1,471 | $5,957-75.3% | $10,264-85.7% | $5,124-71.3% |