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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 | $33,032 | $55,453-40.4% | $170,435-80.6% | $62,293-47.0% |
| Participation rate | 99.1% | 66.4%+32.7pp | 83.6%+15.5pp | 69.5%+29.6pp |
| Annual return | 1.41% | 21.38%-20.0pp | 205.94%-204.5pp | 28.90%-27.5pp |
| Employer contribution / active EE | $7,817 | $2,164+261.3% | $5,432+43.9% | $2,042+282.8% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $354 | $455-22.1% | $13,881-97.4% | $479-26.1% |