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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 | $34,206 | $65,367-47.7% | $92,915-63.2% | $72,976-53.1% |
| Participation rate | 86.7% | 68.3%+18.4pp | 76.0%+10.7pp | 69.5%+17.2pp |
| Annual return | 14.67% | 42.11%-27.4pp | 109.45%-94.8pp | 81.02%-66.3pp |
| Employer contribution / active EE | $0 | $2,594-100.0% | $3,653-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,040 | $3,128-66.8% | $4,238-75.5% | $3,608-71.2% |
| Admin fee / account holder | $3,516 | $4,251-17.3% | $5,796-39.3% | $5,124-31.4% |