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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 | $47,229 | $64,920-27.3% | $103,693-54.5% | $86,983-45.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 11.50% | 30.29%-18.8pp | 47.61%-36.1pp | 25.83%-14.3pp |
| Employer contribution / active EE | $2,628 | $2,141+22.8% | $2,920-10.0% | $2,584+1.7% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,429 | $6,191-76.9% | $7,858-81.8% | $7,856-81.8% |