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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 | $60,154 | $78,423-23.3% | $95,964-37.3% | $79,856-24.7% |
| Participation rate | 76.9% | 73.5%+3.4pp | 77.1%-0.2pp | 69.6%+7.3pp |
| Annual return | 10.05% | 19.37%-9.3pp | 91.64%-81.6pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,500 | $1,945+28.5% | $2,541-1.6% | $2,471+1.2% |
| Participant deferral / active EE | $1,037 | $3,440-69.9% | $4,167-75.1% | $3,741-72.3% |
| Admin fee / account holder | $770 | $5,622-86.3% | $6,797-88.7% | $5,306-85.5% |