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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 | $37,221 | $56,134-33.7% | $96,171-61.3% | $85,847-56.6% |
| Participation rate | 95.9% | 56.7%+39.2pp | 68.4%+27.5pp | 69.3%+26.6pp |
| Annual return | 10.28% | 42.30%-32.0pp | 192.04%-181.8pp | 318.61%-308.3pp |
| Employer contribution / active EE | $5,809 | $1,620+258.5% | $2,799+107.5% | $2,565+126.4% |
| Participant deferral / active EE | $406 | $2,858-85.8% | $4,350-90.7% | $3,952-89.7% |
| Admin fee / account holder | $770 | $3,769-79.6% | $5,538-86.1% | $6,261-87.7% |