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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 | $46,428 | $85,766-45.9% | $136,298-65.9% | $70,126-33.8% |
| Participation rate | 85.5% | 74.2%+11.3pp | 81.9%+3.6pp | 69.5%+15.9pp |
| Annual return | 5.98% | 31.46%-25.5pp | 5156.27%-5150.3pp | 73.15%-67.2pp |
| Employer contribution / active EE | $739 | $2,966-75.1% | $4,696-84.3% | $2,343-68.5% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,344 | $5,421-75.2% | $9,244-85.5% | $4,645-71.1% |