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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 | $38,438 | $87,834-56.2% | $133,975-71.3% | $62,881-38.9% |
| Participation rate | 98.2% | 83.4%+14.8pp | 87.1%+11.1pp | 69.3%+28.9pp |
| Annual return | 3.15% | 12.05%-8.9pp | 29.29%-26.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,549 | $3,482-55.5% | $5,211-70.3% | $2,281-32.1% |
| Participant deferral / active EE | $2,095 | $4,812-56.5% | $6,282-66.6% | $3,203-34.6% |
| Admin fee / account holder | $303 | $5,372-94.4% | $9,324-96.7% | $4,296-92.9% |