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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 | $50,207 | $77,896-35.5% | $134,172-62.6% | $82,448-39.1% |
| Participation rate | 91.2% | 62.8%+28.4pp | 72.5%+18.7pp | 68.1%+23.1pp |
| Annual return | 12.08% | 18.21%-6.1pp | 25.30%-13.2pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,241 | $2,159-42.5% | $3,420-63.7% | $2,551-51.4% |
| Participant deferral / active EE | $967 | $3,162-69.4% | $4,690-79.4% | $4,139-76.6% |
| Admin fee / account holder | $2,968 | $6,336-53.2% | $12,016-75.3% | $7,234-59.0% |