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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 | $42,937 | $89,367-52.0% | $141,191-69.6% | $72,975-41.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 4.86% | 111.87%-107.0pp | 71.41%-66.6pp | 81.01%-76.2pp |
| Employer contribution / active EE | $1,926 | $3,115-38.2% | $4,736-59.3% | $2,440-21.1% |
| Participant deferral / active EE | $1,615 | $5,419-70.2% | $6,710-75.9% | $3,608-55.2% |
| Admin fee / account holder | $41,074 | $5,957+589.6% | $10,264+300.2% | $5,124+701.6% |