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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 | $35,252 | $91,198-61.3% | $178,503-80.3% | $79,856-55.9% |
| Participation rate | 83.0% | 69.2%+13.8pp | 81.9%+1.1pp | 69.6%+13.4pp |
| Annual return | 5.58% | 24.20%-18.6pp | 151.12%-145.5pp | 31.71%-26.1pp |
| Employer contribution / active EE | $3,107 | $3,257-4.6% | $5,011-38.0% | $2,471+25.7% |
| Participant deferral / active EE | $302 | $3,237-90.7% | $5,202-94.2% | $3,741-91.9% |
| Admin fee / account holder | $5,856 | $6,748-13.2% | $13,987-58.1% | $5,306+10.4% |