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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 | $46,902 | $124,351-62.3% | $109,188-57.0% | $167,553-72.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 3.13% | 26.04%-22.9pp | 25.76%-22.6pp | 478.89%-475.8pp |
| Employer contribution / active EE | $2,985 | $4,210-29.1% | $3,723-19.8% | $4,840-38.3% |
| Participant deferral / active EE | $536 | $5,257-89.8% | $4,654-88.5% | $6,343-91.5% |
| Admin fee / account holder | $409 | $7,975-94.9% | $6,755-94.0% | $12,316-96.7% |