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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 | $68,337 | $95,453-28.4% | $112,040-39.0% | $82,448-17.1% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.5%-1.5pp | 68.1%+6.9pp |
| Annual return | 6.80% | 23.92%-17.1pp | 24.52%-17.7pp | 41.64%-34.8pp |
| Employer contribution / active EE | $693 | $2,318-70.1% | $2,954-76.5% | $2,551-72.8% |
| Participant deferral / active EE | $812 | $4,224-80.8% | $5,098-84.1% | $4,139-80.4% |
| Admin fee / account holder | $2,242 | $9,013-75.1% | $12,098-81.5% | $7,234-69.0% |