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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 | $49,138 | $93,598-47.5% | $135,974-63.9% | $75,173-34.6% |
| Participation rate | 93.3% | 75.2%+18.1pp | 81.9%+11.4pp | 67.2%+26.1pp |
| Annual return | 10.93% | 30.89%-20.0pp | 68.30%-57.4pp | 160.72%-149.8pp |
| Employer contribution / active EE | $4,182 | $3,538+18.2% | $4,859-13.9% | $2,671+56.6% |
| Participant deferral / active EE | $2,435 | $6,405-62.0% | $7,760-68.6% | $4,126-41.0% |
| Admin fee / account holder | $5,723 | $6,978-18.0% | $10,767-46.8% | $5,651+1.3% |