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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 | $53,086 | $56,894-6.7% | $84,753-37.4% | $62,881-15.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -1.37% | 6.30%-7.7pp | 22.78%-24.2pp | 20.14%-21.5pp |
| Employer contribution / active EE | $11,981 | $2,400+399.2% | $3,574+235.2% | $2,281+425.3% |
| Participant deferral / active EE | $21 | $2,709-99.2% | $3,712-99.4% | $3,203-99.3% |
| Admin fee / account holder | $5,199 | $3,581+45.2% | $5,333-2.5% | $4,296+21.0% |