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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 | $21,910 | $75,541-71.0% | $152,093-85.6% | $82,637-73.5% |
| Participation rate | 91.4% | 66.5%+24.9pp | 77.8%+13.7pp | 68.1%+23.4pp |
| Annual return | 11.94% | 32.56%-20.6pp | 66.36%-54.4pp | 53.51%-41.6pp |
| Employer contribution / active EE | $3,570 | $2,622+36.1% | $4,175-14.5% | $2,552+39.9% |
| Participant deferral / active EE | $482 | $3,206-85.0% | $5,451-91.2% | $4,126-88.3% |
| Admin fee / account holder | $341 | $6,405-94.7% | $14,497-97.6% | $7,339-95.4% |