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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 | $47,401 | $114,712-58.7% | $173,730-72.7% | $87,485-45.8% |
| Participation rate | 90.3% | 73.0%+17.3pp | 79.6%+10.8pp | 68.9%+21.4pp |
| Annual return | 9.49% | 20.18%-10.7pp | 19.96%-10.5pp | 26.06%-16.6pp |
| Employer contribution / active EE | $3,937 | $2,904+35.6% | $4,577-14.0% | $2,596+51.7% |
| Participant deferral / active EE | $804 | $4,642-82.7% | $6,326-87.3% | $4,274-81.2% |
| Admin fee / account holder | $1,268 | $10,210-87.6% | $17,523-92.8% | $7,775-83.7% |