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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 | $63,949+33.8% | $129,031-33.7% | $94,015-9.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 7.87% | 17.56%-9.7pp | 34.67%-26.8pp | 17.84%-10.0pp |
| Employer contribution / active EE | $0 | $1,865-100.0% | $3,226-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $468 | $3,686-87.3% | $5,217-91.0% | $4,249-89.0% |
| Admin fee / account holder | $1,409 | $5,523-74.5% | $13,208-89.3% | $8,951-84.3% |