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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 | $24,780 | $51,638-52.0% | $68,368-63.8% | $82,448-69.9% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 13.32% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $4,132 | $2,047+101.9% | $2,649+56.0% | $2,551+62.0% |
| Participant deferral / active EE | $306 | $2,914-89.5% | $4,123-92.6% | $4,139-92.6% |
| Admin fee / account holder | $775 | $4,643-83.3% | $5,150-85.0% | $7,234-89.3% |