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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 | $39,047 | $80,983-51.8% | $96,544-59.6% | $75,177-48.1% |
| Participation rate | 86.2% | 71.8%+14.4pp | 76.0%+10.2pp | 67.2%+19.0pp |
| Annual return | 7.57% | 27.05%-19.5pp | 25.88%-18.3pp | 160.75%-153.2pp |
| Employer contribution / active EE | $738 | $2,282-67.7% | $2,966-75.1% | $2,671-72.4% |
| Participant deferral / active EE | $1,027 | $3,929-73.9% | $4,851-78.8% | $4,126-75.1% |
| Admin fee / account holder | $1,049 | $6,717-84.4% | $8,254-87.3% | $5,651-81.4% |