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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 | $45,632 | $153,769-70.3% | $133,975-65.9% | $273,972-83.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -5.69% | 36.51%-42.2pp | 29.29%-35.0pp | 41.46%-47.1pp |
| Employer contribution / active EE | $3,197 | $6,029-47.0% | $5,211-38.7% | $4,869-34.3% |
| Participant deferral / active EE | $2,250 | $6,958-67.7% | $6,282-64.2% | $5,287-57.4% |
| Admin fee / account holder | $34,458 | $11,765+192.9% | $9,324+269.5% | $10,133+240.1% |