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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 | $77,492-57.9% | $100,398-67.5% | $80,911-59.6% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 11.01% | 37.23%-26.2pp | 49.32%-38.3pp | 35.63%-24.6pp |
| Employer contribution / active EE | $1,685 | $2,800-39.8% | $3,946-57.3% | $2,756-38.9% |
| Participant deferral / active EE | $2,237 | $6,817-67.2% | $8,084-72.3% | $4,297-47.9% |
| Admin fee / account holder | $2,980 | $5,892-49.4% | $7,893-62.2% | $6,935-57.0% |