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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 | $51,836 | $138,385-62.5% | $184,200-71.9% | $80,874-35.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.23% | 20.02%-10.8pp | 28.80%-19.6pp | 35.62%-26.4pp |
| Employer contribution / active EE | $4,865 | $4,849+0.3% | $6,424-24.3% | $2,756+76.5% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $4,055 | $10,483-61.3% | $13,907-70.8% | $6,935-41.5% |