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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 | $42,244 | $77,814-45.7% | $158,223-73.3% | $86,983-51.4% |
| Participation rate | 87.5% | 68.4%+19.1pp | 79.2%+8.3pp | 69.5%+18.0pp |
| Annual return | 8.88% | 30.54%-21.7pp | 52.09%-43.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $3,404 | $2,592+31.3% | $4,109-17.2% | $2,584+31.7% |
| Participant deferral / active EE | $403 | $3,270-87.7% | $5,467-92.6% | $4,194-90.4% |
| Admin fee / account holder | $5,881 | $5,8790% | $16,047-63.4% | $7,856-25.1% |