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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 | $46,141 | $62,592-26.3% | $85,709-46.2% | $85,847-46.3% |
| Participation rate | 79.5% | 61.1%+18.4pp | 69.9%+9.6pp | 69.3%+10.2pp |
| Annual return | 4.71% | 23.77%-19.1pp | 21.49%-16.8pp | 318.61%-313.9pp |
| Employer contribution / active EE | $1,936 | $1,755+10.3% | $2,619-26.1% | $2,565-24.5% |
| Participant deferral / active EE | $0 | $2,802-100.0% | $3,924-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,138 | $4,643-75.5% | $6,876-83.4% | $6,261-81.8% |