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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 | $44,415 | $106,749-58.4% | $145,433-69.5% | $82,448-46.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 0.05% | 27.59%-27.5pp | 66.58%-66.5pp | 41.64%-41.6pp |
| Employer contribution / active EE | $2,963 | $3,444-14.0% | $4,554-34.9% | $2,551+16.2% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $7,864 | $8,390-6.3% | $13,129-40.1% | $7,234+8.7% |