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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 | $78,625 | $162,821-51.7% | $133,978-41.3% | $158,982-50.5% |
| Participation rate | 90.9% | 83.2%+7.7pp | 79.8%+11.1pp | 82.0%+8.9pp |
| Annual return | 3.55% | 41.95%-38.4pp | 45.10%-41.5pp | 302.99%-299.4pp |
| Employer contribution / active EE | $0 | $4,976-100.0% | $3,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $659 | $5,910-88.8% | $5,047-86.9% | $5,983-89.0% |
| Admin fee / account holder | $3,171 | $11,742-73.0% | $8,930-64.5% | $11,252-71.8% |