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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 | $42,221 | $51,708-18.3% | $106,619-60.4% | $62,881-32.9% |
| Participation rate | 95.8% | 66.9%+29.0pp | 78.0%+17.8pp | 69.3%+26.5pp |
| Annual return | 1.53% | 4.69%-3.2pp | 9.42%-7.9pp | 20.14%-18.6pp |
| Employer contribution / active EE | $5,208 | $1,764+195.3% | $3,947+32.0% | $2,281+128.3% |
| Participant deferral / active EE | $0 | $2,315-100.0% | $3,930-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,920 | $3,349-42.7% | $6,418-70.1% | $4,296-55.3% |