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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 | $31,727 | $78,027-59.3% | $178,528-82.2% | $80,925-60.8% |
| Participation rate | 80.8% | 65.7%+15.1pp | 77.1%+3.7pp | 67.7%+13.1pp |
| Annual return | 9.54% | 18.09%-8.5pp | 27.11%-17.6pp | 35.65%-26.1pp |
| Employer contribution / active EE | $1,413 | $2,281-38.1% | $3,950-64.2% | $2,756-48.7% |
| Participant deferral / active EE | $609 | $4,408-86.2% | $6,278-90.3% | $4,299-85.8% |
| Admin fee / account holder | $3,098 | $7,168-56.8% | $10,419-70.3% | $6,940-55.4% |