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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 | $43,373 | $56,054-22.6% | $171,082-74.6% | $62,881-31.0% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 4.41% | 22.52%-18.1pp | 32.56%-28.2pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,957 | $1,731+13.0% | $4,002-51.1% | $2,281-14.2% |
| Participant deferral / active EE | $0 | $3,158-100.0% | $4,797-100.0% | $3,203-100.0% |
| Admin fee / account holder | $2,014 | $3,647-44.8% | $8,520-76.4% | $4,296-53.1% |