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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 | $24,725 | $124,425-80.1% | $112,040-77.9% | $137,256-82.0% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.5%+13.5pp | 80.0%+10.0pp |
| Annual return | 6.49% | 24.72%-18.2pp | 24.52%-18.0pp | 220.34%-213.9pp |
| Employer contribution / active EE | $1,204 | $3,411-64.7% | $2,954-59.3% | $4,156-71.0% |
| Participant deferral / active EE | $1,685 | $5,718-70.5% | $5,098-66.9% | $6,407-73.7% |
| Admin fee / account holder | $10,050 | $15,207-33.9% | $12,098-16.9% | $12,270-18.1% |