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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 | $44,330 | $99,875-55.6% | $146,866-69.8% | $86,983-49.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 12.42% | 28.10%-15.7pp | 102.85%-90.4pp | 25.83%-13.4pp |
| Employer contribution / active EE | $2,239 | $3,224-30.6% | $4,425-49.4% | $2,584-13.4% |
| Participant deferral / active EE | $960 | $6,322-84.8% | $7,759-87.6% | $4,194-77.1% |
| Admin fee / account holder | $4,343 | $7,838-44.6% | $13,620-68.1% | $7,856-44.7% |