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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 | $26,489 | $102,385-74.1% | $147,080-82.0% | $80,935-67.3% |
| Participation rate | 79.4% | 75.9%+3.5pp | 82.2%-2.8pp | 67.7%+11.7pp |
| Annual return | 10.19% | 135.09%-124.9pp | 420.17%-410.0pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,678 | $3,717-54.9% | $4,933-66.0% | $2,757-39.1% |
| Participant deferral / active EE | $2,399 | $6,651-63.9% | $8,066-70.3% | $4,299-44.2% |
| Admin fee / account holder | $5,342 | $7,951-32.8% | $12,989-58.9% | $6,924-22.9% |