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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 | $26,292 | $81,504-67.7% | $102,437-74.3% | $80,959-67.5% |
| Participation rate | 88.0% | 66.9%+21.1pp | 74.5%+13.5pp | 67.7%+20.3pp |
| Annual return | 9.31% | 25.60%-16.3pp | 24.95%-15.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $10,409 | $3,104+235.4% | $3,871+168.9% | $2,757+277.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $5,068 | $6,719-24.6% | $8,388-39.6% | $6,925-26.8% |