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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 | $25,915 | $81,504-68.2% | $102,437-74.7% | $80,959-68.0% |
| Participation rate | 86.2% | 66.9%+19.4pp | 74.5%+11.7pp | 67.7%+18.5pp |
| Annual return | 6.56% | 25.60%-19.0pp | 24.95%-18.4pp | 35.67%-29.1pp |
| Employer contribution / active EE | $8,928 | $3,104+187.7% | $3,871+130.7% | $2,757+223.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $2,421 | $6,719-64.0% | $8,388-71.1% | $6,925-65.0% |