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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 | $32,382 | $55,713-41.9% | $75,901-57.3% | $72,975-55.6% |
| Participation rate | 79.2% | 61.1%+18.1pp | 69.3%+10.0pp | 69.5%+9.8pp |
| Annual return | 8.29% | 27.60%-19.3pp | 30.76%-22.5pp | 81.01%-72.7pp |
| Employer contribution / active EE | $3,785 | $1,687+124.4% | $2,501+51.3% | $2,440+55.1% |
| Participant deferral / active EE | $0 | $2,634-100.0% | $3,603-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,040 | $3,980-73.9% | $5,420-80.8% | $5,124-79.7% |