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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 | $31,689 | $58,627-45.9% | $76,735-58.7% | $82,448-61.6% |
| Participation rate | 92.5% | 63.2%+29.2pp | 69.5%+23.0pp | 68.1%+24.4pp |
| Annual return | 9.52% | 39.10%-29.6pp | 29.77%-20.3pp | 41.64%-32.1pp |
| Employer contribution / active EE | $3,784 | $1,729+118.8% | $2,454+54.2% | $2,551+48.3% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $425 | $5,323-92.0% | $7,189-94.1% | $7,234-94.1% |