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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 | $47,174 | $138,393-65.9% | $184,256-74.4% | $80,959-41.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 5.94% | 20.01%-14.1pp | 28.85%-22.9pp | 35.67%-29.7pp |
| Employer contribution / active EE | $1,695 | $4,847-65.0% | $6,427-73.6% | $2,757-38.5% |
| Participant deferral / active EE | $2,507 | $7,076-64.6% | $9,133-72.5% | $4,300-41.7% |
| Admin fee / account holder | $1,792 | $10,489-82.9% | $13,899-87.1% | $6,925-74.1% |