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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 | $22,663 | $57,140-60.3% | $85,240-73.4% | $80,959-72.0% |
| Participation rate | 95.3% | 56.4%+38.9pp | 67.5%+27.8pp | 67.7%+27.7pp |
| Annual return | 9.95% | 21.71%-11.8pp | 66.75%-56.8pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,109 | $1,802+17.0% | $2,735-22.9% | $2,757-23.5% |
| Participant deferral / active EE | $561 | $3,115-82.0% | $4,527-87.6% | $4,300-87.0% |
| Admin fee / account holder | $4,426 | $4,992-11.3% | $6,165-28.2% | $6,925-36.1% |