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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 | $31,401 | $105,623-70.3% | $87,502-64.1% | $273,972-88.5% |
| Participation rate | 93.3% | 78.2%+15.1pp | 73.8%+19.5pp | 83.0%+10.3pp |
| Annual return | -2.64% | 12.26%-14.9pp | 12.21%-14.9pp | 41.46%-44.1pp |
| Employer contribution / active EE | $3,333 | $3,141+6.1% | $2,550+30.7% | $4,869-31.5% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,518 | $4,781-26.4% | $4,221-16.6% | $10,133-65.3% |