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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 | $124,980-60.6% | $108,359-54.5% | $154,746-68.1% |
| Participation rate | 95.2% | 75.2%+20.1pp | 70.1%+25.1pp | 80.7%+14.5pp |
| Annual return | 4.92% | 45.00%-40.1pp | 36.89%-32.0pp | 172.34%-167.4pp |
| Employer contribution / active EE | $4,787 | $2,851+67.9% | $2,399+99.5% | $4,379+9.3% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $2,094 | $11,502-81.8% | $9,741-78.5% | $14,365-85.4% |