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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 | $38,935 | $69,977-44.4% | $108,582-64.1% | $62,881-38.1% |
| Participation rate | 82.9% | 72.9%+10.0pp | 79.6%+3.4pp | 69.3%+13.6pp |
| Annual return | 4.36% | 10.73%-6.4pp | -51.70%+56.1pp | 20.14%-15.8pp |
| Employer contribution / active EE | $1,517 | $2,135-29.0% | $3,758-59.6% | $2,281-33.5% |
| Participant deferral / active EE | $769 | $3,165-75.7% | $4,311-82.2% | $3,203-76.0% |
| Admin fee / account holder | $2,709 | $5,076-46.6% | $7,645-64.6% | $4,296-36.9% |