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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 | $75,541-60.3% | $152,093-80.3% | $82,637-63.7% |
| Participation rate | 88.4% | 66.5%+21.9pp | 77.8%+10.6pp | 68.1%+20.4pp |
| Annual return | 0.91% | 32.56%-31.6pp | 66.36%-65.4pp | 53.51%-52.6pp |
| Employer contribution / active EE | $3,267 | $2,622+24.6% | $4,175-21.7% | $2,552+28.0% |
| Participant deferral / active EE | $0 | $3,206-100.0% | $5,451-100.0% | $4,126-100.0% |
| Admin fee / account holder | $30,218 | $6,405+371.8% | $14,497+108.4% | $7,339+311.8% |