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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 | $58,432 | $48,364+20.8% | $71,796-18.6% | $62,881-7.1% |
| Participation rate | 97.2% | 60.6%+36.6pp | 69.1%+28.1pp | 69.3%+27.9pp |
| Annual return | 3.74% | 13.16%-9.4pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $278 | $1,042-73.3% | $1,924-85.6% | $2,281-87.8% |
| Participant deferral / active EE | $0 | $2,091-100.0% | $2,794-100.0% | $3,203-100.0% |
| Admin fee / account holder | $622 | $3,771-83.5% | $4,815-87.1% | $4,296-85.5% |