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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 | $64,547 | $123,793-47.9% | $177,827-63.7% | $79,858-19.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 0.84% | 22.82%-22.0pp | 48.32%-47.5pp | 31.72%-30.9pp |
| Employer contribution / active EE | $5,893 | $4,095+43.9% | $5,918-0.4% | $2,471+138.5% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,713-100.0% | $3,740-100.0% |
| Admin fee / account holder | $2,422 | $7,243-66.6% | $12,429-80.5% | $5,306-54.4% |