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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 | $40,462 | $63,114-35.9% | $92,909-56.4% | $65,185-37.9% |
| Participation rate | 92.4% | 68.8%+23.6pp | 76.0%+16.4pp | 70.2%+22.2pp |
| Annual return | 9.94% | 28.75%-18.8pp | 109.44%-99.5pp | 29.38%-19.4pp |
| Employer contribution / active EE | $7,181 | $2,571+179.4% | $3,653+96.6% | $2,177+229.9% |
| Participant deferral / active EE | $857 | $3,108-72.4% | $4,238-79.8% | $3,514-75.6% |
| Admin fee / account holder | $4,616 | $624+640.1% | $5,795-20.4% | $847+444.8% |