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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 | $35,378 | $107,666-67.1% | $102,184-65.4% | $154,746-77.1% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 10.35% | 29.33%-19.0pp | 31.58%-21.2pp | 172.34%-162.0pp |
| Employer contribution / active EE | $1,830 | $3,846-52.4% | $3,594-49.1% | $4,379-58.2% |
| Participant deferral / active EE | $2,180 | $8,719-75.0% | $8,309-73.8% | $6,730-67.6% |
| Admin fee / account holder | $393 | $12,943-97.0% | $11,609-96.6% | $14,365-97.3% |