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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 | $36,279 | $55,684-34.8% | $75,900-52.2% | $72,976-50.3% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 11.71% | 27.60%-15.9pp | 30.73%-19.0pp | 81.02%-69.3pp |
| Employer contribution / active EE | $2,861 | $1,687+69.6% | $2,501+14.4% | $2,440+17.3% |
| Participant deferral / active EE | $116 | $2,634-95.6% | $3,604-96.8% | $3,608-96.8% |
| Admin fee / account holder | $1,897 | $3,981-52.4% | $5,421-65.0% | $5,124-63.0% |