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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 | $70,949 | $93,598-24.2% | $135,974-47.8% | $75,173-5.6% |
| Participation rate | 75.5% | 75.2%+0.3pp | 81.9%-6.4pp | 67.2%+8.3pp |
| Annual return | 11.83% | 30.89%-19.1pp | 68.30%-56.5pp | 160.72%-148.9pp |
| Employer contribution / active EE | $2,895 | $3,538-18.2% | $4,859-40.4% | $2,671+8.4% |
| Participant deferral / active EE | $1,971 | $6,405-69.2% | $7,760-74.6% | $4,126-52.2% |
| Admin fee / account holder | $6,955 | $6,978-0.3% | $10,767-35.4% | $5,651+23.1% |