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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 | $29,095 | $56,894-48.9% | $84,753-65.7% | $62,881-53.7% |
| Participation rate | 94.1% | 68.5%+25.6pp | 76.6%+17.5pp | 69.3%+24.8pp |
| Annual return | 0.51% | 6.30%-5.8pp | 22.78%-22.3pp | 20.14%-19.6pp |
| Employer contribution / active EE | $5,490 | $2,400+128.8% | $3,574+53.6% | $2,281+140.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,054 | $3,581-14.7% | $5,333-42.7% | $4,296-28.9% |