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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 | $70,852 | $88,707-20.1% | $74,184-4.5% | $273,972-74.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 0.37% | 11.94%-11.6pp | 17.74%-17.4pp | 41.46%-41.1pp |
| Employer contribution / active EE | $2,143 | $3,159-32.2% | $2,370-9.6% | $4,869-56.0% |
| Participant deferral / active EE | $850 | $4,212-79.8% | $3,550-76.1% | $5,287-83.9% |
| Admin fee / account holder | $4,585 | $8,717-47.4% | $5,586-17.9% | $10,133-54.7% |