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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 | $29,246 | $48,337-39.5% | $67,560-56.7% | $80,959-63.9% |
| Participation rate | 88.2% | 66.4%+21.8pp | 72.9%+15.3pp | 67.7%+20.6pp |
| Annual return | 11.23% | 18.26%-7.0pp | 3533.50%-3522.3pp | 35.67%-24.4pp |
| Employer contribution / active EE | $2,761 | $2,023+36.5% | $2,737+0.9% | $2,757+0.1% |
| Participant deferral / active EE | $0 | $2,928-100.0% | $4,004-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,961 | $3,695-46.9% | $3,994-50.9% | $6,925-71.7% |