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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 | $35,028 | $63,082-44.5% | $81,716-57.1% | $79,852-56.1% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 8.33% | 22.66%-14.3pp | 29.49%-21.2pp | 31.72%-23.4pp |
| Employer contribution / active EE | $2,299 | $1,795+28.0% | $4,310-46.7% | $2,471-7.0% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,108-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,435 | $4,428-45.0% | $5,159-52.8% | $5,306-54.1% |