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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 | $49,518 | $109,359-54.7% | $162,177-69.5% | $72,975-32.1% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 16.39% | 25.46%-9.1pp | 115.60%-99.2pp | 81.01%-64.6pp |
| Employer contribution / active EE | $1,231 | $3,907-68.5% | $5,613-78.1% | $2,440-49.6% |
| Participant deferral / active EE | $1,393 | $5,481-74.6% | $7,297-80.9% | $3,608-61.4% |
| Admin fee / account holder | $2,835 | $7,972-64.4% | $10,843-73.9% | $5,124-44.7% |