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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 | $78,690-46.3% | $161,489-73.8% | $87,485-51.7% |
| Participation rate | 87.5% | 67.5%+20.0pp | 78.7%+8.8pp | 68.9%+18.6pp |
| Annual return | 8.88% | 32.74%-23.9pp | 89.72%-80.8pp | 26.06%-17.2pp |
| Employer contribution / active EE | $3,404 | $2,588+31.5% | $4,268-20.3% | $2,596+31.1% |
| Participant deferral / active EE | $403 | $3,311-87.8% | $5,630-92.8% | $4,274-90.6% |
| Admin fee / account holder | $5,881 | $6,724-12.5% | $16,006-63.3% | $7,775-24.4% |