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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 | $40,489 | $109,620-63.1% | $148,496-72.7% | $94,015-56.9% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 6.54% | 17.54%-11.0pp | 12.33%-5.8pp | 17.84%-11.3pp |
| Employer contribution / active EE | $2,399 | $2,618-8.4% | $3,497-31.4% | $2,790-14.0% |
| Participant deferral / active EE | $0 | $3,831-100.0% | $4,808-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,555 | $10,050-84.5% | $19,547-92.0% | $8,951-82.6% |