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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 | $33,444 | $98,776-66.1% | $149,745-77.7% | $79,856-58.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 5.40% | 27.38%-22.0pp | 276.72%-271.3pp | 31.71%-26.3pp |
| Employer contribution / active EE | $2,986 | $3,217-7.2% | $4,646-35.7% | $2,471+20.8% |
| Participant deferral / active EE | $743 | $5,681-86.9% | $6,843-89.1% | $3,741-80.1% |
| Admin fee / account holder | $1,052 | $6,053-82.6% | $9,312-88.7% | $5,306-80.2% |