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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 | $99,533 | $76,551+30.0% | $123,894-19.7% | $62,881+58.3% |
| Participation rate | 89.7% | 73.0%+16.8pp | 81.4%+8.3pp | 69.3%+20.4pp |
| Annual return | 3.86% | 18.68%-14.8pp | 47.52%-43.7pp | 20.14%-16.3pp |
| Employer contribution / active EE | $513 | $2,882-82.2% | $4,617-88.9% | $2,281-77.5% |
| Participant deferral / active EE | $747 | $4,840-84.6% | $5,984-87.5% | $3,203-76.7% |
| Admin fee / account holder | $367 | $4,826-92.4% | $8,357-95.6% | $4,296-91.5% |