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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 | $57,403 | $106,749-46.2% | $145,433-60.5% | $82,448-30.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.86% | 27.59%-15.7pp | 66.58%-54.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $1,954 | $3,444-43.3% | $4,554-57.1% | $2,551-23.4% |
| Participant deferral / active EE | $1,884 | $6,519-71.1% | $7,897-76.1% | $4,139-54.5% |
| Admin fee / account holder | $644 | $8,390-92.3% | $13,129-95.1% | $7,234-91.1% |