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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 | $32,657 | $77,472-57.8% | $100,415-67.5% | $80,959-59.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 11.01% | 37.26%-26.3pp | 49.47%-38.5pp | 35.67%-24.7pp |
| Employer contribution / active EE | $1,685 | $2,800-39.8% | $3,943-57.3% | $2,757-38.9% |
| Participant deferral / active EE | $2,237 | $6,818-67.2% | $8,091-72.3% | $4,300-48.0% |
| Admin fee / account holder | $2,980 | $5,885-49.4% | $7,906-62.3% | $6,925-57.0% |