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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 | $36,948+6.1% | $73,658-46.8% | $87,485-55.2% |
| Participation rate | 96.4% | 46.8%+49.6pp | 57.0%+39.4pp | 68.9%+27.5pp |
| Annual return | 10.03% | 28.64%-18.6pp | 29.72%-19.7pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,714 | $670+155.9% | $1,032+66.1% | $2,596-34.0% |
| Participant deferral / active EE | $0 | $1,379-100.0% | $2,062-100.0% | $4,274-100.0% |
| Admin fee / account holder | $504 | $2,531-80.1% | $3,357-85.0% | $7,775-93.5% |