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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 | $52,012 | $99,633-47.8% | $183,328-71.6% | $82,448-36.9% |
| Participation rate | 94.9% | 70.8%+24.1pp | 77.3%+17.5pp | 68.1%+26.8pp |
| Annual return | 12.01% | 17.84%-5.8pp | 29.67%-17.7pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,650 | $3,256-49.3% | $5,055-67.4% | $2,551-35.3% |
| Participant deferral / active EE | $1,702 | $4,938-65.5% | $6,795-74.9% | $4,139-58.9% |
| Admin fee / account holder | $4,531 | $9,934-54.4% | $21,427-78.9% | $7,234-37.4% |