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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 | $49,967 | $109,359-54.3% | $162,177-69.2% | $72,975-31.5% |
| Participation rate | 75.0% | 84.3%-9.3pp | 87.6%-12.6pp | 69.5%+5.5pp |
| Annual return | 10.95% | 25.46%-14.5pp | 115.60%-104.7pp | 81.01%-70.1pp |
| Employer contribution / active EE | $0 | $3,907-100.0% | $5,613-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,983 | $5,481-63.8% | $7,297-72.8% | $3,608-45.0% |
| Admin fee / account holder | $2,049 | $7,972-74.3% | $10,843-81.1% | $5,124-60.0% |