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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 | $38,085 | $181,896-79.1% | $156,551-75.7% | $273,972-86.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -0.61% | 30.74%-31.4pp | 32.23%-32.8pp | 41.46%-42.1pp |
| Employer contribution / active EE | $3,552 | $6,248-43.2% | $5,501-35.4% | $4,869-27.0% |
| Participant deferral / active EE | $1,777 | $5,550-68.0% | $4,871-63.5% | $5,287-66.4% |
| Admin fee / account holder | $673 | $15,560-95.7% | $13,028-94.8% | $10,133-93.4% |