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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 | $39,195 | $48,118-18.5% | $136,833-71.4% | $94,015-58.3% |
| Participation rate | 96.4% | 47.4%+49.0pp | 59.0%+37.4pp | 70.8%+25.6pp |
| Annual return | 10.03% | 14.65%-4.6pp | 35.32%-25.3pp | 17.84%-7.8pp |
| Employer contribution / active EE | $1,714 | $821+108.9% | $1,319+30.0% | $2,790-38.6% |
| Participant deferral / active EE | $0 | $1,651-100.0% | $2,441-100.0% | $4,249-100.0% |
| Admin fee / account holder | $504 | $3,059-83.5% | $4,706-89.3% | $8,951-94.4% |