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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 | $49,861 | $146,267-65.9% | $197,124-74.7% | $82,448-39.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 86.7%+13.3pp | 68.1%+31.9pp |
| Annual return | 11.29% | 29.61%-18.3pp | 44.34%-33.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $2,869 | $4,723-39.3% | $6,227-53.9% | $2,551+12.5% |
| Participant deferral / active EE | $0 | $7,035-100.0% | $9,135-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,733 | $14,422-88.0% | $16,298-89.4% | $7,234-76.0% |