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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 | $38,126 | $68,852-44.6% | $120,524-68.4% | $80,925-52.9% |
| Participation rate | 89.8% | 61.6%+28.2pp | 71.9%+17.9pp | 67.7%+22.1pp |
| Annual return | 2.63% | 23.67%-21.0pp | 107.36%-104.7pp | 35.65%-33.0pp |
| Employer contribution / active EE | $6,122 | $2,063+196.7% | $3,469+76.5% | $2,756+122.1% |
| Participant deferral / active EE | $0 | $3,187-100.0% | $4,994-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,431 | $5,781-57.9% | $9,440-74.2% | $6,940-65.0% |