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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 | $41,702 | $100,970-58.7% | $96,576-56.8% | $137,256-69.6% |
| Participation rate | 86.7% | 82.6%+4.1pp | 81.4%+5.2pp | 80.0%+6.7pp |
| Annual return | 6.59% | 38.16%-31.6pp | 38.47%-31.9pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,445 | $3,809-62.1% | $3,553-59.3% | $4,156-65.2% |
| Participant deferral / active EE | $2,034 | $8,286-75.4% | $7,956-74.4% | $6,407-68.2% |
| Admin fee / account holder | $24,859 | $11,312+119.8% | $11,381+118.4% | $12,270+102.6% |