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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 | $37,580 | $78,670-52.2% | $109,173-65.6% | $85,847-56.2% |
| Participation rate | 80.4% | 68.3%+12.1pp | 75.9%+4.5pp | 69.3%+11.1pp |
| Annual return | 10.24% | 25.09%-14.9pp | 25.75%-15.5pp | 318.61%-308.4pp |
| Employer contribution / active EE | $2,824 | $2,734+3.3% | $3,723-24.2% | $2,565+10.1% |
| Participant deferral / active EE | $1,017 | $3,467-70.7% | $4,654-78.2% | $3,952-74.3% |
| Admin fee / account holder | $2,055 | $5,469-62.4% | $6,755-69.6% | $6,261-67.2% |