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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 | $60,199 | $146,267-58.8% | $197,124-69.5% | $82,448-27.0% |
| Participation rate | 72.4% | 84.0%-11.6pp | 86.7%-14.3pp | 68.1%+4.3pp |
| Annual return | 11.29% | 29.61%-18.3pp | 44.34%-33.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,759 | $4,723-62.8% | $6,227-71.7% | $2,551-31.0% |
| Participant deferral / active EE | $3,117 | $7,035-55.7% | $9,135-65.9% | $4,139-24.7% |
| Admin fee / account holder | $5,282 | $14,422-63.4% | $16,298-67.6% | $7,234-27.0% |