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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 | $36,434 | $56,894-36.0% | $84,753-57.0% | $62,881-42.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -1.55% | 6.30%-7.9pp | 22.78%-24.3pp | 20.14%-21.7pp |
| Employer contribution / active EE | $3,966 | $2,400+65.2% | $3,574+10.9% | $2,281+73.9% |
| Participant deferral / active EE | $602 | $2,709-77.8% | $3,712-83.8% | $3,203-81.2% |
| Admin fee / account holder | $1,472 | $3,581-58.9% | $5,333-72.4% | $4,296-65.7% |