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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 | $106,432 | $37,446+184.2% | $77,513+37.3% | $79,852+33.3% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 8.58% | 39.76%-31.2pp | 54.81%-46.2pp | 31.72%-23.1pp |
| Employer contribution / active EE | $3,659 | $637+474.2% | $987+270.8% | $2,471+48.1% |
| Participant deferral / active EE | $0 | $1,261-100.0% | $1,861-100.0% | $3,740-100.0% |
| Admin fee / account holder | $767 | $2,506-69.4% | $2,859-73.2% | $5,306-85.5% |