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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 | $48,277-39.4% | $67,511-56.7% | $80,874-63.8% |
| Participation rate | 88.2% | 66.4%+21.9pp | 72.9%+15.3pp | 67.6%+20.6pp |
| Annual return | 11.23% | 18.27%-7.0pp | 3517.41%-3506.2pp | 35.62%-24.4pp |
| Employer contribution / active EE | $2,761 | $2,021+36.6% | $2,733+1.1% | $2,756+0.2% |
| Participant deferral / active EE | $0 | $2,926-100.0% | $4,000-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,961 | $3,687-46.8% | $3,999-51.0% | $6,935-71.7% |