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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 | $71,016 | $89,367-20.5% | $141,191-49.7% | $72,975-2.7% |
| Participation rate | 86.5% | 75.1%+11.4pp | 82.5%+4.0pp | 69.5%+17.0pp |
| Annual return | 6.56% | 111.87%-105.3pp | 71.41%-64.8pp | 81.01%-74.5pp |
| Employer contribution / active EE | $810 | $3,115-74.0% | $4,736-82.9% | $2,440-66.8% |
| Participant deferral / active EE | $1,353 | $5,419-75.0% | $6,710-79.8% | $3,608-62.5% |
| Admin fee / account holder | $5,381 | $5,957-9.7% | $10,264-47.6% | $5,124+5.0% |