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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 | $57,943 | $83,485-30.6% | $125,192-53.7% | $72,975-20.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 10.10% | 25.77%-15.7pp | 43.79%-33.7pp | 81.01%-70.9pp |
| Employer contribution / active EE | $893 | $2,346-61.9% | $3,866-76.9% | $2,440-63.4% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $825 | $5,518-85.0% | $9,704-91.5% | $5,124-83.9% |