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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 | $40,085 | $153,769-73.9% | $133,975-70.1% | $273,972-85.4% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.1%-3.7pp | 83.0%+0.3pp |
| Annual return | 3.00% | 36.51%-33.5pp | 29.29%-26.3pp | 41.46%-38.5pp |
| Employer contribution / active EE | $2,548 | $6,029-57.7% | $5,211-51.1% | $4,869-47.7% |
| Participant deferral / active EE | $995 | $6,958-85.7% | $6,282-84.2% | $5,287-81.2% |
| Admin fee / account holder | $493 | $11,765-95.8% | $9,324-94.7% | $10,133-95.1% |