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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 | $63,727 | $107,421-40.7% | $182,262-65.0% | $94,015-32.2% |
| Participation rate | 93.3% | 77.8%+15.6pp | 84.2%+9.1pp | 70.8%+22.5pp |
| Annual return | 11.25% | 21.32%-10.1pp | 140.60%-129.3pp | 17.84%-6.6pp |
| Employer contribution / active EE | $3,773 | $3,448+9.4% | $5,046-25.2% | $2,790+35.2% |
| Participant deferral / active EE | $2,310 | $6,558-64.8% | $8,276-72.1% | $4,249-45.6% |
| Admin fee / account holder | $2,242 | $8,692-74.2% | $16,712-86.6% | $8,951-75.0% |