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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 | $54,245 | $71,215-23.8% | $93,696-42.1% | $80,935-33.0% |
| Participation rate | 96.3% | 60.4%+35.9pp | 68.7%+27.6pp | 67.7%+28.6pp |
| Annual return | -0.66% | 11.27%-11.9pp | 133.74%-134.4pp | 35.66%-36.3pp |
| Employer contribution / active EE | $3,148 | $1,565+101.1% | $2,422+30.0% | $2,757+14.2% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,544 | $6,958-77.8% | $8,287-81.4% | $6,924-77.7% |