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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 | $53,297 | $55,684-4.3% | $75,900-29.8% | $72,976-27.0% |
| Participation rate | 81.6% | 61.1%+20.4pp | 69.3%+12.3pp | 69.5%+12.1pp |
| Annual return | 16.24% | 27.60%-11.4pp | 30.73%-14.5pp | 81.02%-64.8pp |
| Employer contribution / active EE | $13,681 | $1,687+711.0% | $2,501+447.0% | $2,440+460.7% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,604-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,298 | $3,981-42.3% | $5,421-57.6% | $5,124-55.1% |