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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 | $53,413 | $78,428-31.9% | $95,960-44.3% | $79,852-33.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 8.68% | 19.37%-10.7pp | 91.63%-83.0pp | 31.72%-23.0pp |
| Employer contribution / active EE | $1,195 | $1,945-38.6% | $2,541-53.0% | $2,471-51.7% |
| Participant deferral / active EE | $129 | $3,440-96.3% | $4,167-96.9% | $3,740-96.6% |
| Admin fee / account holder | $6,177 | $5,622+9.9% | $6,797-9.1% | $5,306+16.4% |