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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 | $142,972-65.1% | $214,702-76.8% | $86,983-42.7% |
| Participation rate | 100.0% | 84.9%+15.1pp | 87.5%+12.5pp | 69.5%+30.5pp |
| Annual return | 11.29% | 18.49%-7.2pp | 54.55%-43.3pp | 25.83%-14.5pp |
| Employer contribution / active EE | $2,869 | $4,635-38.1% | $6,461-55.6% | $2,584+11.0% |
| Participant deferral / active EE | $0 | $6,568-100.0% | $9,147-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,733 | $17,617-90.2% | $19,830-91.3% | $7,856-77.9% |