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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 | $39,738 | $91,559-56.6% | $133,971-70.3% | $79,852-50.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 9.43% | 61.85%-52.4pp | 45.09%-35.7pp | 31.72%-22.3pp |
| Employer contribution / active EE | $2,439 | $2,384+2.3% | $3,919-37.8% | $2,471-1.3% |
| Participant deferral / active EE | $112 | $3,734-97.0% | $5,047-97.8% | $3,740-97.0% |
| Admin fee / account holder | $2,231 | $6,321-64.7% | $8,929-75.0% | $5,306-58.0% |