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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 | $47,385 | $101,795-53.5% | $165,100-71.3% | $80,959-41.5% |
| Participation rate | 97.2% | 71.8%+25.4pp | 78.6%+18.6pp | 67.7%+29.6pp |
| Annual return | 7.55% | 16.73%-9.2pp | 70.21%-62.7pp | 35.67%-28.1pp |
| Employer contribution / active EE | $2,778 | $2,954-6.0% | $4,348-36.1% | $2,757+0.7% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $474 | $8,221-94.2% | $12,696-96.3% | $6,925-93.2% |