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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 | $85,546 | $57,590+48.5% | $86,233-0.8% | $82,448+3.8% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 7.87% | 22.41%-14.5pp | 61.39%-53.5pp | 41.64%-33.8pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $468 | $3,080-84.8% | $4,559-89.7% | $4,139-88.7% |
| Admin fee / account holder | $1,409 | $4,730-70.2% | $8,342-83.1% | $7,234-80.5% |