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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 | $30,181 | $83,485-63.8% | $125,180-75.9% | $72,983-58.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | -2.24% | 25.78%-28.0pp | 43.79%-46.0pp | 81.01%-83.3pp |
| Employer contribution / active EE | $3,531 | $2,346+50.5% | $3,866-8.7% | $2,440+44.7% |
| Participant deferral / active EE | $300 | $3,586-91.6% | $4,937-93.9% | $3,608-91.7% |
| Admin fee / account holder | $775 | $5,518-85.9% | $9,703-92.0% | $5,124-84.9% |