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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 | $42,535 | $123,793-65.6% | $177,840-76.1% | $79,852-46.7% |
| Participation rate | 97.8% | 84.7%+13.2pp | 87.7%+10.1pp | 69.6%+28.2pp |
| Annual return | 10.25% | 22.82%-12.6pp | 48.32%-38.1pp | 31.72%-21.5pp |
| Employer contribution / active EE | $1,516 | $4,095-63.0% | $5,919-74.4% | $2,471-38.6% |
| Participant deferral / active EE | $2,123 | $5,956-64.4% | $7,714-72.5% | $3,740-43.3% |
| Admin fee / account holder | $7,941 | $7,243+9.6% | $12,431-36.1% | $5,306+49.7% |