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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 | $46,930 | $73,787-36.4% | $98,716-52.5% | $82,448-43.1% |
| Participation rate | 98.9% | 61.4%+37.5pp | 69.3%+29.6pp | 68.1%+30.8pp |
| Annual return | 12.26% | 18.57%-6.3pp | 31.81%-19.5pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,052 | $1,511-30.4% | $2,279-53.8% | $2,551-58.8% |
| Participant deferral / active EE | $1,149 | $3,081-62.7% | $4,048-71.6% | $4,139-72.2% |
| Admin fee / account holder | $3,057 | $6,500-53.0% | $8,703-64.9% | $7,234-57.7% |