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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 | $106,864-58.5% | $147,318-69.9% | $82,637-46.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.42% | 27.49%-15.1pp | 70.43%-58.0pp | 53.51%-41.1pp |
| Employer contribution / active EE | $2,239 | $3,417-34.5% | $4,593-51.3% | $2,552-12.3% |
| Participant deferral / active EE | $960 | $6,496-85.2% | $7,906-87.9% | $4,126-76.7% |
| Admin fee / account holder | $4,343 | $8,415-48.4% | $13,708-68.3% | $7,339-40.8% |