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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 | $30,118 | $136,860-78.0% | $120,344-75.0% | $154,746-80.5% |
| Participation rate | 82.4% | 79.9%+2.5pp | 76.7%+5.6pp | 80.7%+1.7pp |
| Annual return | 7.36% | 21.38%-14.0pp | 20.30%-12.9pp | 172.34%-165.0pp |
| Employer contribution / active EE | $969 | $3,533-72.6% | $3,020-67.9% | $4,379-77.9% |
| Participant deferral / active EE | $1,693 | $5,793-70.8% | $5,135-67.0% | $6,730-74.8% |
| Admin fee / account holder | $940 | $15,393-93.9% | $12,742-92.6% | $14,365-93.5% |