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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 | $30,786 | $83,485-63.1% | $125,195-75.4% | $72,976-57.8% |
| Participation rate | 92.1% | 73.3%+18.8pp | 79.8%+12.3pp | 69.5%+22.6pp |
| Annual return | 9.71% | 25.77%-16.1pp | 43.79%-34.1pp | 81.02%-71.3pp |
| Employer contribution / active EE | $891 | $2,346-62.0% | $3,866-77.0% | $2,440-63.5% |
| Participant deferral / active EE | $1,219 | $3,586-66.0% | $4,937-75.3% | $3,608-66.2% |
| Admin fee / account holder | $2,798 | $5,518-49.3% | $9,704-71.2% | $5,124-45.4% |