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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 | $62,593 | $78,690-20.5% | $161,489-61.2% | $87,485-28.5% |
| Participation rate | 92.6% | 67.5%+25.1pp | 78.7%+13.9pp | 68.9%+23.7pp |
| Annual return | 6.53% | 32.74%-26.2pp | 89.72%-83.2pp | 26.06%-19.5pp |
| Employer contribution / active EE | $3,526 | $2,588+36.2% | $4,268-17.4% | $2,596+35.8% |
| Participant deferral / active EE | $0 | $3,311-100.0% | $5,630-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,467 | $6,724-33.6% | $16,006-72.1% | $7,775-42.5% |