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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 | $59,266 | $102,609-42.2% | $98,090-39.6% | $138,895-57.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 8.92% | 36.44%-27.5pp | 37.05%-28.1pp | 145.39%-136.5pp |
| Employer contribution / active EE | $743 | $3,867-80.8% | $3,606-79.4% | $4,194-82.3% |
| Participant deferral / active EE | $466 | $8,167-94.3% | $7,845-94.1% | $6,396-92.7% |
| Admin fee / account holder | $996 | $11,434-91.3% | $11,815-91.6% | $12,562-92.1% |