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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 | $49,287 | $112,729-56.3% | $98,716-50.1% | $137,256-64.1% |
| Participation rate | 95.2% | 74.2%+21.0pp | 69.3%+25.9pp | 80.0%+15.3pp |
| Annual return | 4.92% | 38.48%-33.6pp | 31.81%-26.9pp | 220.34%-215.4pp |
| Employer contribution / active EE | $4,787 | $2,725+75.7% | $2,279+110.1% | $4,156+15.2% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $2,094 | $10,129-79.3% | $8,703-75.9% | $12,270-82.9% |