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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 | $63,663 | $72,272-11.9% | $101,264-37.1% | $79,858-20.3% |
| Participation rate | 91.1% | 68.5%+22.7pp | 75.8%+15.3pp | 69.6%+21.5pp |
| Annual return | 9.28% | 22.30%-13.0pp | 46.48%-37.2pp | 31.72%-22.4pp |
| Employer contribution / active EE | $1,778 | $2,692-34.0% | $3,660-51.4% | $2,471-28.1% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $545 | $4,401-87.6% | $5,947-90.8% | $5,306-89.7% |