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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 | $50,998 | $51,638-1.2% | $68,368-25.4% | $82,448-38.1% |
| Participation rate | 97.5% | 63.6%+33.9pp | 73.8%+23.7pp | 68.1%+29.4pp |
| Annual return | 12.79% | 37.53%-24.7pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $4,163 | $2,047+103.4% | $2,649+57.2% | $2,551+63.2% |
| Participant deferral / active EE | $397 | $2,914-86.4% | $4,123-90.4% | $4,139-90.4% |
| Admin fee / account holder | $337 | $4,643-92.7% | $5,150-93.5% | $7,234-95.3% |