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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 | $69,431 | $58,493+18.7% | $84,021-17.4% | $72,975-4.9% |
| Participation rate | 96.9% | 61.2%+35.6pp | 69.0%+27.9pp | 69.5%+27.4pp |
| Annual return | -0.03% | 28.93%-29.0pp | 71.32%-71.4pp | 81.01%-81.0pp |
| Employer contribution / active EE | $1,958 | $1,163+68.3% | $1,984-1.3% | $2,440-19.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,098 | $4,569-76.0% | $6,102-82.0% | $5,124-78.6% |