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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 | $58,529 | $67,606-13.4% | $82,313-28.9% | $70,131-16.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 6.36% | 21.57%-15.2pp | 25.88%-19.5pp | 73.14%-66.8pp |
| Employer contribution / active EE | $2,381 | $1,755+35.7% | $2,428-1.9% | $2,342+1.6% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,168 | $4,512-52.0% | $5,608-61.3% | $4,645-53.3% |