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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 | $43,553 | $87,733-50.4% | $106,551-59.1% | $85,856-49.3% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 9.72% | 21.86%-12.1pp | 26.80%-17.1pp | 318.58%-308.9pp |
| Employer contribution / active EE | $498 | $2,073-76.0% | $2,819-82.3% | $2,565-80.6% |
| Participant deferral / active EE | $1,317 | $3,469-62.1% | $4,398-70.1% | $3,952-66.7% |
| Admin fee / account holder | $1,502 | $6,767-77.8% | $7,408-79.7% | $6,261-76.0% |