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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 | $73,889 | $122,258-39.6% | $199,883-63.0% | $64,097+15.3% |
| Participation rate | 70.2% | 79.0%-8.8pp | 86.8%-16.6pp | 55.2%+15.0pp |
| Annual return | 11.95% | 24.91%-13.0pp | 43.81%-31.9pp | 34.64%-22.7pp |
| Employer contribution / active EE | $1,324 | $4,242-68.8% | $6,261-78.8% | $1,891-30.0% |
| Participant deferral / active EE | $2,398 | $6,258-61.7% | $9,138-73.8% | $3,080-22.2% |
| Admin fee / account holder | $4,448 | $3,882+14.6% | $17,268-74.2% | $3,454+28.7% |