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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 | $19,867 | $76,407-74.0% | $150,298-86.8% | $82,448-75.9% |
| Participation rate | 98.6% | 66.4%+32.2pp | 77.8%+20.8pp | 68.1%+30.5pp |
| Annual return | 12.41% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $3,461 | $2,614+32.4% | $4,154-16.7% | $2,551+35.7% |
| Participant deferral / active EE | $592 | $3,214-81.6% | $5,453-89.1% | $4,139-85.7% |
| Admin fee / account holder | $3,245 | $6,352-48.9% | $14,116-77.0% | $7,234-55.1% |