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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 | $56,518 | $47,944+17.9% | $67,834-16.7% | $62,881-10.1% |
| Participation rate | 91.1% | 61.1%+30.0pp | 68.8%+22.3pp | 69.3%+21.8pp |
| Annual return | 0.40% | 11.77%-11.4pp | 138.47%-138.1pp | 20.14%-19.7pp |
| Employer contribution / active EE | $4,975 | $1,562+218.5% | $2,403+107.0% | $2,281+118.1% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,105 | $3,712-16.3% | $4,622-32.8% | $4,296-27.7% |