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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 | $45,519 | $110,410-58.8% | $102,437-55.6% | $145,897-68.8% |
| Participation rate | 77.8% | 77.9%-0.2pp | 74.5%+3.3pp | 80.3%-2.5pp |
| Annual return | 8.96% | 24.85%-15.9pp | 24.95%-16.0pp | 552.29%-543.3pp |
| Employer contribution / active EE | $1,446 | $4,217-65.7% | $3,871-62.6% | $4,663-69.0% |
| Participant deferral / active EE | $1,446 | $5,622-74.3% | $5,060-71.4% | $6,689-78.4% |
| Admin fee / account holder | $387 | $9,745-96.0% | $8,388-95.4% | $13,390-97.1% |