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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 | $37,576 | $81,476-53.9% | $102,383-63.3% | $80,925-53.6% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.7%+5.1pp |
| Annual return | 9.13% | 25.59%-16.5pp | 24.94%-15.8pp | 35.65%-26.5pp |
| Employer contribution / active EE | $3,640 | $3,105+17.2% | $3,870-5.9% | $2,756+32.1% |
| Participant deferral / active EE | $743 | $3,871-80.8% | $5,060-85.3% | $4,299-82.7% |
| Admin fee / account holder | $2,492 | $6,717-62.9% | $8,391-70.3% | $6,940-64.1% |