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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 | $96,297 | $83,898+14.8% | $133,346-27.8% | $94,015+2.4% |
| Participation rate | 89.3% | 63.4%+25.9pp | 72.8%+16.4pp | 70.8%+18.5pp |
| Annual return | 2.32% | 16.00%-13.7pp | 36.85%-34.5pp | 17.84%-15.5pp |
| Employer contribution / active EE | $0 | $1,821-100.0% | $2,853-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $661 | $3,245-79.6% | $4,332-84.7% | $4,249-84.4% |
| Admin fee / account holder | $814 | $7,809-89.6% | $14,264-94.3% | $8,951-90.9% |