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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 | $38,713 | $65,367-40.8% | $92,915-58.3% | $72,976-47.0% |
| Participation rate | 88.1% | 68.3%+19.7pp | 76.0%+12.1pp | 69.5%+18.6pp |
| Annual return | 3.18% | 42.11%-38.9pp | 109.45%-106.3pp | 81.02%-77.8pp |
| Employer contribution / active EE | $5,168 | $2,594+99.2% | $3,653+41.4% | $2,440+111.8% |
| Participant deferral / active EE | $1,223 | $3,128-60.9% | $4,238-71.2% | $3,608-66.1% |
| Admin fee / account holder | $607 | $4,251-85.7% | $5,796-89.5% | $5,124-88.1% |