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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 | $49,486 | $81,504-39.3% | $102,437-51.7% | $80,959-38.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 7.53% | 25.60%-18.1pp | 24.95%-17.4pp | 35.67%-28.1pp |
| Employer contribution / active EE | $7,887 | $3,104+154.1% | $3,871+103.8% | $2,757+186.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $703 | $6,719-89.5% | $8,388-91.6% | $6,925-89.8% |