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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 | $38,802 | $78,423-50.5% | $95,964-59.6% | $79,856-51.4% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 9.86% | 19.37%-9.5pp | 91.64%-81.8pp | 31.71%-21.9pp |
| Employer contribution / active EE | $1,966 | $1,945+1.0% | $2,541-22.6% | $2,471-20.5% |
| Participant deferral / active EE | $1,353 | $3,440-60.7% | $4,167-67.5% | $3,741-63.8% |
| Admin fee / account holder | $2,225 | $5,622-60.4% | $6,797-67.3% | $5,306-58.1% |