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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 | $47,536 | $98,776-51.9% | $149,745-68.3% | $79,856-40.5% |
| Participation rate | 74.6% | 75.8%-1.2pp | 82.5%-7.9pp | 69.6%+5.0pp |
| Annual return | 6.72% | 27.38%-20.7pp | 276.72%-270.0pp | 31.71%-25.0pp |
| Employer contribution / active EE | $1,554 | $3,217-51.7% | $4,646-66.6% | $2,471-37.1% |
| Participant deferral / active EE | $2,162 | $5,681-62.0% | $6,843-68.4% | $3,741-42.2% |
| Admin fee / account holder | $699 | $6,053-88.4% | $9,312-92.5% | $5,306-86.8% |