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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 | $23,308 | $100,970-76.9% | $96,576-75.9% | $137,256-83.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 4.19% | 38.16%-34.0pp | 38.47%-34.3pp | 220.34%-216.1pp |
| Employer contribution / active EE | $2,060 | $3,809-45.9% | $3,553-42.0% | $4,156-50.4% |
| Participant deferral / active EE | $2,090 | $8,286-74.8% | $7,956-73.7% | $6,407-67.4% |
| Admin fee / account holder | $429 | $11,312-96.2% | $11,381-96.2% | $12,270-96.5% |