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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 | $143,277 | $76,551+87.2% | $123,894+15.6% | $62,881+127.9% |
| Participation rate | 72.4% | 73.0%-0.6pp | 81.4%-9.0pp | 69.3%+3.1pp |
| Annual return | 4.55% | 18.68%-14.1pp | 47.52%-43.0pp | 20.14%-15.6pp |
| Employer contribution / active EE | $747 | $2,882-74.1% | $4,617-83.8% | $2,281-67.3% |
| Participant deferral / active EE | $1,926 | $4,840-60.2% | $5,984-67.8% | $3,203-39.9% |
| Admin fee / account holder | $740 | $4,826-84.7% | $8,357-91.2% | $4,296-82.8% |