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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 | $27,956 | $81,208-65.6% | $98,920-71.7% | $79,856-65.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 6.96% | 60.99%-54.0pp | 196.47%-189.5pp | 31.71%-24.8pp |
| Employer contribution / active EE | $706 | $1,960-64.0% | $2,689-73.7% | $2,471-71.4% |
| Participant deferral / active EE | $978 | $3,265-70.0% | $4,245-77.0% | $3,741-73.9% |
| Admin fee / account holder | $1,054 | $6,013-82.5% | $6,643-84.1% | $5,306-80.1% |