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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 | $64,589 | $99,994-35.4% | $146,643-56.0% | $85,847-24.8% |
| Participation rate | 80.8% | 73.1%+7.7pp | 80.1%+0.7pp | 69.3%+11.5pp |
| Annual return | 7.51% | 18.93%-11.4pp | 22.75%-15.2pp | 318.61%-311.1pp |
| Employer contribution / active EE | $757 | $2,559-70.4% | $4,137-81.7% | $2,565-70.5% |
| Participant deferral / active EE | $1,679 | $4,006-58.1% | $5,506-69.5% | $3,952-57.5% |
| Admin fee / account holder | $4,823 | $7,703-37.4% | $10,280-53.1% | $6,261-23.0% |