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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 | $57,073-60.3% | $85,126-73.4% | $80,925-72.0% |
| Participation rate | 95.3% | 56.4%+38.9pp | 67.5%+27.8pp | 67.7%+27.7pp |
| Annual return | 9.95% | 21.69%-11.7pp | 66.63%-56.7pp | 35.65%-25.7pp |
| Employer contribution / active EE | $2,109 | $1,801+17.1% | $2,731-22.8% | $2,756-23.5% |
| Participant deferral / active EE | $561 | $3,113-82.0% | $4,523-87.6% | $4,299-87.0% |
| Admin fee / account holder | $4,426 | $4,988-11.3% | $6,160-28.2% | $6,940-36.2% |