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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 | $99,875-55.5% | $146,866-69.8% | $86,983-48.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 0.05% | 28.10%-28.1pp | 102.85%-102.8pp | 25.83%-25.8pp |
| Employer contribution / active EE | $2,963 | $3,224-8.1% | $4,425-33.0% | $2,584+14.6% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $7,864 | $7,838+0.3% | $13,620-42.3% | $7,856+0.1% |