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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 | $27,295 | $91,179-70.1% | $178,499-84.7% | $79,852-65.8% |
| Participation rate | 98.0% | 69.2%+28.8pp | 81.9%+16.1pp | 69.6%+28.4pp |
| Annual return | 7.07% | 24.19%-17.1pp | 151.10%-144.0pp | 31.72%-24.6pp |
| Employer contribution / active EE | $3,839 | $3,256+17.9% | $5,011-23.4% | $2,471+55.4% |
| Participant deferral / active EE | $508 | $3,236-84.3% | $5,202-90.2% | $3,740-86.4% |
| Admin fee / account holder | $849 | $6,749-87.4% | $13,986-93.9% | $5,306-84.0% |