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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 | $46,427 | $76,551-39.4% | $123,894-62.5% | $62,881-26.2% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.1pp | 69.3%+19.2pp |
| Annual return | 4.66% | 18.68%-14.0pp | 47.52%-42.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $4,642 | $2,882+61.1% | $4,617+0.6% | $2,281+103.5% |
| Participant deferral / active EE | $2,033 | $4,840-58.0% | $5,984-66.0% | $3,203-36.5% |
| Admin fee / account holder | $1,433 | $4,826-70.3% | $8,357-82.8% | $4,296-66.6% |