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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 | $49,669 | $86,050-42.3% | $189,758-73.8% | $94,015-47.2% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 2.30% | 17.77%-15.5pp | 52.62%-50.3pp | 17.84%-15.5pp |
| Employer contribution / active EE | $2,338 | $2,819-17.1% | $4,767-51.0% | $2,790-16.2% |
| Participant deferral / active EE | $1,013 | $3,349-69.7% | $5,856-82.7% | $4,249-76.2% |
| Admin fee / account holder | $408 | $6,627-93.8% | $20,388-98.0% | $8,951-95.4% |