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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 | $27,127 | $72,492-62.6% | $87,104-68.9% | $72,975-62.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 0.35% | 24.46%-24.1pp | 28.19%-27.8pp | 81.01%-80.7pp |
| Employer contribution / active EE | $2,439 | $1,894+28.8% | $2,521-3.3% | $2,4400% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,048-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,739 | $5,055-45.8% | $7,491-63.4% | $5,124-46.5% |