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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 | $15,296 | $90,614-83.1% | $76,089-79.9% | $145,877-89.5% |
| Participation rate | 95.7% | 74.5%+21.2pp | 69.1%+26.6pp | 80.3%+15.3pp |
| Annual return | 7.02% | 623.80%-616.8pp | 360.94%-353.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,375 | $3,324-58.6% | $2,690-48.9% | $4,663-70.5% |
| Participant deferral / active EE | $515 | $5,168-90.0% | $4,259-87.9% | $6,691-92.3% |
| Admin fee / account holder | $1,699 | $8,376-79.7% | $6,418-73.5% | $13,402-87.3% |