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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 | $77,962-59.3% | $178,540-82.2% | $80,935-60.8% |
| Participation rate | 80.8% | 65.7%+15.1pp | 77.1%+3.7pp | 67.7%+13.1pp |
| Annual return | 9.54% | 18.10%-8.6pp | 27.15%-17.6pp | 35.66%-26.1pp |
| Employer contribution / active EE | $1,413 | $2,280-38.0% | $3,953-64.3% | $2,757-48.8% |
| Participant deferral / active EE | $609 | $4,404-86.2% | $6,281-90.3% | $4,299-85.8% |
| Admin fee / account holder | $3,098 | $7,156-56.7% | $10,424-70.3% | $6,924-55.3% |