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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 | $31,589 | $115,225-72.6% | $100,712-68.6% | $138,895-77.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 8.91% | 40.35%-31.4pp | 33.27%-24.4pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,421 | $2,771-48.7% | $2,313-38.5% | $4,194-66.1% |
| Participant deferral / active EE | $850 | $4,699-81.9% | $4,085-79.2% | $6,396-86.7% |
| Admin fee / account holder | $1,334 | $10,844-87.7% | $9,256-85.6% | $12,562-89.4% |