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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 | $36,065 | $106,524-66.1% | $152,301-76.3% | $87,485-58.8% |
| Participation rate | 70.9% | 75.8%-4.8pp | 82.4%-11.5pp | 68.9%+2.0pp |
| Annual return | 13.78% | 26.89%-13.1pp | 80.50%-66.7pp | 26.06%-12.3pp |
| Employer contribution / active EE | $626 | $3,371-81.4% | $4,624-86.5% | $2,596-75.9% |
| Participant deferral / active EE | $2,200 | $6,525-66.3% | $8,004-72.5% | $4,274-48.5% |
| Admin fee / account holder | $4,725 | $8,287-43.0% | $14,398-67.2% | $7,775-39.2% |