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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 | $67,396 | $65,367+3.1% | $92,915-27.5% | $72,976-7.6% |
| Participation rate | 89.3% | 68.3%+21.0pp | 76.0%+13.3pp | 69.5%+19.8pp |
| Annual return | 3.22% | 42.11%-38.9pp | 109.45%-106.2pp | 81.02%-77.8pp |
| Employer contribution / active EE | $3,930 | $2,594+51.5% | $3,653+7.6% | $2,440+61.0% |
| Participant deferral / active EE | $1,066 | $3,128-65.9% | $4,238-74.9% | $3,608-70.5% |
| Admin fee / account holder | $3,791 | $4,251-10.8% | $5,796-34.6% | $5,124-26.0% |