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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 | $25,849 | $106,864-75.8% | $147,318-82.5% | $82,637-68.7% |
| Participation rate | 81.3% | 75.5%+5.7pp | 82.1%-0.8pp | 68.1%+13.2pp |
| Annual return | 10.36% | 27.49%-17.1pp | 70.43%-60.1pp | 53.51%-43.1pp |
| Employer contribution / active EE | $1,747 | $3,417-48.9% | $4,593-62.0% | $2,552-31.5% |
| Participant deferral / active EE | $2,164 | $6,496-66.7% | $7,906-72.6% | $4,126-47.5% |
| Admin fee / account holder | $1,904 | $8,415-77.4% | $13,708-86.1% | $7,339-74.1% |