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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 | $33,864 | $89,259-62.1% | $107,187-68.4% | $82,637-59.0% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.2pp | 68.1%+30.1pp |
| Annual return | 8.19% | 21.02%-12.8pp | 204.55%-196.4pp | 53.51%-45.3pp |
| Employer contribution / active EE | $5,624 | $3,080+82.6% | $3,782+48.7% | $2,552+120.3% |
| Participant deferral / active EE | $1,591 | $4,037-60.6% | $5,096-68.8% | $4,126-61.4% |
| Admin fee / account holder | $2,512 | $7,381-66.0% | $9,162-72.6% | $7,339-65.8% |