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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 | $42,171 | $91,086-53.7% | $203,872-79.3% | $86,983-51.5% |
| Participation rate | 96.3% | 65.8%+30.5pp | 77.8%+18.5pp | 69.5%+26.8pp |
| Annual return | 5.24% | 22.30%-17.1pp | 85.11%-79.9pp | 25.83%-20.6pp |
| Employer contribution / active EE | $3,990 | $2,063+93.4% | $3,757+6.2% | $2,584+54.4% |
| Participant deferral / active EE | $586 | $4,019-85.4% | $6,388-90.8% | $4,194-86.0% |
| Admin fee / account holder | $1,270 | $8,987-85.9% | $11,730-89.2% | $7,856-83.8% |