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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 | $126,661-80.5% | $113,397-78.2% | $138,895-82.2% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.5%+13.5pp | 79.9%+10.1pp |
| Annual return | 6.49% | 25.05%-18.6pp | 23.20%-16.7pp | 145.39%-138.9pp |
| Employer contribution / active EE | $1,204 | $3,456-65.2% | $2,977-59.6% | $4,194-71.3% |
| Participant deferral / active EE | $1,685 | $5,693-70.4% | $5,076-66.8% | $6,396-73.7% |
| Admin fee / account holder | $10,050 | $14,549-30.9% | $11,957-15.9% | $12,562-20.0% |