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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 | $40,476 | $76,551-47.1% | $123,894-67.3% | $62,881-35.6% |
| Participation rate | 90.2% | 73.0%+17.3pp | 81.4%+8.8pp | 69.3%+20.9pp |
| Annual return | 5.50% | 18.68%-13.2pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $4,357 | $2,882+51.1% | $4,617-5.6% | $2,281+91.0% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,161 | $4,826-75.9% | $8,357-86.1% | $4,296-73.0% |