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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 | $48,382 | $113,338-57.3% | $94,993-49.1% | $147,586-67.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 5.04% | 20.80%-15.8pp | 27.14%-22.1pp | 578.59%-573.5pp |
| Employer contribution / active EE | $1,466 | $3,160-53.6% | $2,603-43.7% | $4,876-69.9% |
| Participant deferral / active EE | $24 | $3,777-99.4% | $3,317-99.3% | $5,439-99.6% |
| Admin fee / account holder | $1,757 | $6,063-71.0% | $4,960-64.6% | $10,886-83.9% |