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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 | $39,035 | $49,255-20.7% | $70,494-44.6% | $79,856-51.1% |
| Participation rate | 98.1% | 69.2%+29.0pp | 75.1%+23.1pp | 69.6%+28.5pp |
| Annual return | 4.77% | 30.10%-25.3pp | 109.16%-104.4pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,335 | $2,100-36.4% | $2,738-51.2% | $2,471-46.0% |
| Participant deferral / active EE | $0 | $2,768-100.0% | $3,711-100.0% | $3,741-100.0% |
| Admin fee / account holder | $427 | $2,879-85.2% | $3,848-88.9% | $5,306-91.9% |