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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 | $76,834+25.3% | $108,359-11.1% | $87,485+10.1% |
| Participation rate | 89.3% | 61.7%+27.6pp | 70.1%+19.2pp | 68.9%+20.4pp |
| Annual return | 2.32% | 19.09%-16.8pp | 36.89%-34.6pp | 26.06%-23.7pp |
| Employer contribution / active EE | $0 | $1,556-100.0% | $2,399-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $661 | $3,100-78.7% | $4,137-84.0% | $4,274-84.5% |
| Admin fee / account holder | $814 | $6,537-87.5% | $9,741-91.6% | $7,775-89.5% |