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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 | $47,684 | $93,617-49.1% | $135,982-64.9% | $75,177-36.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 0.45% | 30.89%-30.4pp | 68.32%-67.9pp | 160.75%-160.3pp |
| Employer contribution / active EE | $7,692 | $3,538+117.4% | $4,859+58.3% | $2,671+188.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $541 | $6,980-92.2% | $10,767-95.0% | $5,651-90.4% |