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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 | $30,867 | $64,359-52.0% | $90,161-65.8% | $70,126-56.0% |
| Participation rate | 75.0% | 70.4%+4.6pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 12.13% | 28.13%-16.0pp | 34.89%-22.8pp | 73.15%-61.0pp |
| Employer contribution / active EE | $774 | $2,046-62.2% | $3,318-76.7% | $2,343-67.0% |
| Participant deferral / active EE | $888 | $4,389-79.8% | $5,287-83.2% | $3,332-73.4% |
| Admin fee / account holder | $507 | $3,945-87.1% | $5,943-91.5% | $4,645-89.1% |