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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 | $43,347 | $76,371-43.2% | $93,621-53.7% | $72,975-40.6% |
| Participation rate | 96.7% | 71.8%+24.9pp | 75.8%+20.8pp | 69.5%+27.2pp |
| Annual return | 3.94% | 25.82%-21.9pp | 32.76%-28.8pp | 81.01%-77.1pp |
| Employer contribution / active EE | $6,667 | $2,276+192.9% | $2,719+145.2% | $2,440+173.2% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,079 | $6,839-69.6% | $7,890-73.7% | $5,124-59.4% |