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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 | $48,989 | $89,364-45.2% | $141,177-65.3% | $72,983-32.9% |
| Participation rate | 86.7% | 75.1%+11.5pp | 82.5%+4.2pp | 69.5%+17.2pp |
| Annual return | 18.49% | 111.86%-93.4pp | 71.40%-52.9pp | 81.01%-62.5pp |
| Employer contribution / active EE | $1,261 | $3,115-59.5% | $4,736-73.4% | $2,440-48.3% |
| Participant deferral / active EE | $1,769 | $5,419-67.3% | $6,710-73.6% | $3,608-51.0% |
| Admin fee / account holder | $1,273 | $5,959-78.6% | $10,263-87.6% | $5,124-75.2% |