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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 | $20,381 | $84,236-75.8% | $170,439-88.0% | $70,124-70.9% |
| Participation rate | 89.1% | 70.8%+18.3pp | 83.6%+5.5pp | 69.5%+19.6pp |
| Annual return | 10.00% | 23.06%-13.1pp | 205.94%-195.9pp | 73.14%-63.1pp |
| Employer contribution / active EE | $2,212 | $3,387-34.7% | $5,433-59.3% | $2,342-5.6% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,364 | $5,698-76.1% | $13,881-90.2% | $4,645-70.6% |