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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 | $64,595 | $43,075+50.0% | $74,577-13.4% | $62,881+2.7% |
| Participation rate | 97.1% | 58.1%+39.1pp | 68.1%+29.0pp | 69.3%+27.8pp |
| Annual return | 4.37% | 17.50%-13.1pp | 20.47%-16.1pp | 20.14%-15.8pp |
| Employer contribution / active EE | $714 | $1,498-52.3% | $2,525-71.7% | $2,281-68.7% |
| Participant deferral / active EE | $223 | $2,389-90.7% | $3,458-93.5% | $3,203-93.0% |
| Admin fee / account holder | $1,954 | $2,840-31.2% | $4,138-52.8% | $4,296-54.5% |