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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 | $43,018 | $77,460-44.5% | $100,378-57.1% | $80,925-46.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 10.44% | 37.24%-26.8pp | 49.41%-39.0pp | 35.65%-25.2pp |
| Employer contribution / active EE | $5,210 | $2,801+86.0% | $3,942+32.2% | $2,756+89.0% |
| Participant deferral / active EE | $2,712 | $6,818-60.2% | $8,087-66.5% | $4,299-36.9% |
| Admin fee / account holder | $4,412 | $5,887-25.1% | $7,899-44.1% | $6,940-36.4% |