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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 | $89,642 | $108,825-17.6% | $156,181-42.6% | $82,448+8.7% |
| Participation rate | 90.7% | 72.4%+18.3pp | 78.8%+11.9pp | 68.1%+22.6pp |
| Annual return | 10.12% | 20.59%-10.5pp | 64.87%-54.8pp | 41.64%-31.5pp |
| Employer contribution / active EE | $1,800 | $2,870-37.3% | $4,294-58.1% | $2,551-29.4% |
| Participant deferral / active EE | $1,966 | $4,577-57.0% | $6,132-67.9% | $4,139-52.5% |
| Admin fee / account holder | $2,721 | $9,341-70.9% | $14,586-81.3% | $7,234-62.4% |