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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 | $124,425-75.8% | $112,040-73.1% | $137,256-78.1% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.5%+5.9pp | 80.0%+2.4pp |
| Annual return | 7.36% | 24.72%-17.4pp | 24.52%-17.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $969 | $3,411-71.6% | $2,954-67.2% | $4,156-76.7% |
| Participant deferral / active EE | $1,693 | $5,718-70.4% | $5,098-66.8% | $6,407-73.6% |
| Admin fee / account holder | $940 | $15,207-93.8% | $12,098-92.2% | $12,270-92.3% |