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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 | $49,567 | $65,712-24.6% | $57,196-13.3% | $273,972-81.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.15% | 22.01%-21.9pp | 14.59%-14.4pp | 41.46%-41.3pp |
| Employer contribution / active EE | $4,123 | $3,280+25.7% | $2,683+53.7% | $4,869-15.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,586 | $4,838-67.2% | $3,141-49.5% | $10,133-84.3% |