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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 | $28,508 | $76,551-62.8% | $123,894-77.0% | $62,881-54.7% |
| Participation rate | 78.6% | 73.0%+5.6pp | 81.4%-2.8pp | 69.3%+9.3pp |
| Annual return | 4.46% | 18.68%-14.2pp | 47.52%-43.1pp | 20.14%-15.7pp |
| Employer contribution / active EE | $1,079 | $2,882-62.6% | $4,617-76.6% | $2,281-52.7% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $375 | $4,826-92.2% | $8,357-95.5% | $4,296-91.3% |