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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 | $55,664 | $99,345-44.0% | $84,753-34.3% | $273,972-79.7% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 0.17% | 22.93%-22.8pp | 22.78%-22.6pp | 41.46%-41.3pp |
| Employer contribution / active EE | $5,714 | $4,214+35.6% | $3,574+59.9% | $4,869+17.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $662 | $6,645-90.0% | $5,333-87.6% | $10,133-93.5% |