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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 | $39,331 | $65,367-39.8% | $92,915-57.7% | $72,976-46.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 13.79% | 42.11%-28.3pp | 109.45%-95.7pp | 81.02%-67.2pp |
| Employer contribution / active EE | $1,667 | $2,594-35.7% | $3,653-54.4% | $2,440-31.7% |
| Participant deferral / active EE | $1,260 | $3,128-59.7% | $4,238-70.3% | $3,608-65.1% |
| Admin fee / account holder | $412 | $4,251-90.3% | $5,796-92.9% | $5,124-92.0% |