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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 | $29,985 | $86,050-65.2% | $189,758-84.2% | $94,015-68.1% |
| Participation rate | 88.4% | 68.9%+19.5pp | 79.8%+8.6pp | 70.8%+17.6pp |
| Annual return | 0.91% | 17.77%-16.9pp | 52.62%-51.7pp | 17.84%-16.9pp |
| Employer contribution / active EE | $3,267 | $2,819+15.9% | $4,767-31.5% | $2,790+17.1% |
| Participant deferral / active EE | $0 | $3,349-100.0% | $5,856-100.0% | $4,249-100.0% |
| Admin fee / account holder | $30,218 | $6,627+356.0% | $20,388+48.2% | $8,951+237.6% |