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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 | $30,141 | $124,351-75.8% | $109,188-72.4% | $167,553-82.0% |
| Participation rate | 84.6% | 79.4%+5.2pp | 75.9%+8.7pp | 82.1%+2.5pp |
| Annual return | 9.48% | 26.04%-16.6pp | 25.76%-16.3pp | 478.89%-469.4pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,723-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $181 | $5,257-96.6% | $4,654-96.1% | $6,343-97.1% |
| Admin fee / account holder | $384 | $7,975-95.2% | $6,755-94.3% | $12,316-96.9% |