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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 | $57,005 | $62,549-8.9% | $85,705-33.5% | $85,851-33.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 7.15% | 23.77%-16.6pp | 21.49%-14.3pp | 318.63%-311.5pp |
| Employer contribution / active EE | $2,205 | $1,755+25.6% | $2,619-15.8% | $2,565-14.0% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $7,449 | $4,644+60.4% | $6,877+8.3% | $6,261+19.0% |