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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 | $25,385 | $88,672-71.4% | $105,223-75.9% | $82,448-69.2% |
| Participation rate | 78.0% | 67.9%+10.1pp | 75.0%+3.0pp | 68.1%+9.9pp |
| Annual return | 7.42% | 30.86%-23.4pp | 180.65%-173.2pp | 41.64%-34.2pp |
| Employer contribution / active EE | $3,328 | $3,048+9.2% | $3,689-9.8% | $2,551+30.5% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $783 | $7,146-89.0% | $8,859-91.2% | $7,234-89.2% |