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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 | $52,855 | $181,896-70.9% | $156,551-66.2% | $273,972-80.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | -1.70% | 30.74%-32.4pp | 32.23%-33.9pp | 41.46%-43.2pp |
| Employer contribution / active EE | $3,600 | $6,248-42.4% | $5,501-34.6% | $4,869-26.1% |
| Participant deferral / active EE | $1,583 | $5,550-71.5% | $4,871-67.5% | $5,287-70.1% |
| Admin fee / account holder | $1,264 | $15,560-91.9% | $13,028-90.3% | $10,133-87.5% |