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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 | $50,798 | $58,099-12.6% | $76,872-33.9% | $75,173-32.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 11.36% | 26.71%-15.4pp | 37.90%-26.5pp | 160.72%-149.4pp |
| Employer contribution / active EE | $4,000 | $1,996+100.5% | $2,533+57.9% | $2,671+49.8% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,832-100.0% | $4,126-100.0% |
| Admin fee / account holder | $422 | $4,778-91.2% | $5,476-92.3% | $5,651-92.5% |