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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 | $96,979 | $77,472+25.2% | $100,415-3.4% | $80,959+19.8% |
| Participation rate | 76.0% | 76.9%-0.9pp | 81.5%-5.5pp | 67.7%+8.3pp |
| Annual return | 9.38% | 37.26%-27.9pp | 49.47%-40.1pp | 35.67%-26.3pp |
| Employer contribution / active EE | $863 | $2,800-69.2% | $3,943-78.1% | $2,757-68.7% |
| Participant deferral / active EE | $1,951 | $6,818-71.4% | $8,091-75.9% | $4,300-54.6% |
| Admin fee / account holder | $2,776 | $5,885-52.8% | $7,906-64.9% | $6,925-59.9% |