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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 | $17,236 | $84,236-79.5% | $170,435-89.9% | $70,126-75.4% |
| Participation rate | 94.4% | 70.8%+23.5pp | 83.6%+10.8pp | 69.5%+24.8pp |
| Annual return | 4.16% | 23.06%-18.9pp | 205.94%-201.8pp | 73.15%-69.0pp |
| Employer contribution / active EE | $2,200 | $3,387-35.0% | $5,432-59.5% | $2,343-6.1% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $426 | $5,698-92.5% | $13,881-96.9% | $4,645-90.8% |