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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 | $72,818 | $124,346-41.4% | $111,308-34.6% | $167,536-56.5% |
| Participation rate | 87.5% | 79.6%+7.9pp | 77.3%+10.2pp | 82.1%+5.4pp |
| Annual return | 5.02% | 37.45%-32.4pp | 54.67%-49.6pp | 478.82%-473.8pp |
| Employer contribution / active EE | $0 | $3,437-100.0% | $2,732-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $1,056 | $5,182-79.6% | $4,487-76.5% | $6,342-83.4% |
| Admin fee / account holder | $1,083 | $10,621-89.8% | $7,965-86.4% | $12,315-91.2% |