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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 | $59,966 | $88,672-32.4% | $105,223-43.0% | $82,448-27.3% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 5.11% | 30.86%-25.7pp | 180.65%-175.5pp | 41.64%-36.5pp |
| Employer contribution / active EE | $3,787 | $3,048+24.3% | $3,689+2.7% | $2,551+48.5% |
| Participant deferral / active EE | $1,403 | $4,036-65.2% | $5,072-72.3% | $4,139-66.1% |
| Admin fee / account holder | $1,396 | $7,146-80.5% | $8,859-84.2% | $7,234-80.7% |