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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 | $40,792 | $106,864-61.8% | $147,318-72.3% | $82,637-50.6% |
| Participation rate | 81.3% | 75.5%+5.7pp | 82.1%-0.8pp | 68.1%+13.2pp |
| Annual return | 6.22% | 27.49%-21.3pp | 70.43%-64.2pp | 53.51%-47.3pp |
| Employer contribution / active EE | $2,762 | $3,417-19.2% | $4,593-39.9% | $2,552+8.2% |
| Participant deferral / active EE | $1,332 | $6,496-79.5% | $7,906-83.2% | $4,126-67.7% |
| Admin fee / account holder | $3,969 | $8,415-52.8% | $13,708-71.0% | $7,339-45.9% |