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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 | $60,619 | $98,766-38.6% | $149,730-59.5% | $79,852-24.1% |
| Participation rate | 95.3% | 75.8%+19.6pp | 82.5%+12.9pp | 69.6%+25.7pp |
| Annual return | 10.12% | 27.43%-17.3pp | 276.70%-266.6pp | 31.72%-21.6pp |
| Employer contribution / active EE | $1,697 | $3,217-47.2% | $4,645-63.5% | $2,471-31.3% |
| Participant deferral / active EE | $2,253 | $5,681-60.3% | $6,843-67.1% | $3,740-39.8% |
| Admin fee / account holder | $8,065 | $6,052+33.3% | $9,310-13.4% | $5,306+52.0% |