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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 | $35,809 | $86,949-58.8% | $102,460-65.1% | $80,959-55.8% |
| Participation rate | 85.5% | 72.4%+13.1pp | 76.5%+8.9pp | 67.7%+17.8pp |
| Annual return | 8.92% | 18.89%-10.0pp | 29.47%-20.5pp | 35.67%-26.7pp |
| Employer contribution / active EE | $2,273 | $2,370-4.1% | $3,025-24.9% | $2,757-17.6% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,398 | $8,048-82.6% | $9,460-85.2% | $6,925-79.8% |