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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 | $35,020 | $107,421-67.4% | $182,262-80.8% | $94,015-62.8% |
| Participation rate | 88.5% | 77.8%+10.7pp | 84.2%+4.2pp | 70.8%+17.6pp |
| Annual return | 12.08% | 21.32%-9.2pp | 140.60%-128.5pp | 17.84%-5.8pp |
| Employer contribution / active EE | $511 | $3,448-85.2% | $5,046-89.9% | $2,790-81.7% |
| Participant deferral / active EE | $2,127 | $6,558-67.6% | $8,276-74.3% | $4,249-50.0% |
| Admin fee / account holder | $2,508 | $8,692-71.1% | $16,712-85.0% | $8,951-72.0% |