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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 | $47,229 | $51,638-8.5% | $68,368-30.9% | $82,448-42.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 11.50% | 37.53%-26.0pp | 292.57%-281.1pp | 41.64%-30.1pp |
| Employer contribution / active EE | $2,628 | $2,047+28.4% | $2,649-0.8% | $2,551+3.0% |
| Participant deferral / active EE | $0 | $2,914-100.0% | $4,123-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,429 | $4,643-69.2% | $5,150-72.3% | $7,234-80.3% |