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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 | $38,313 | $58,828-34.9% | $78,002-50.9% | $62,881-39.1% |
| Participation rate | 75.5% | 71.1%+4.4pp | 75.5%-0.1pp | 69.3%+6.2pp |
| Annual return | 3.99% | 17.16%-13.2pp | 425.99%-422.0pp | 20.14%-16.2pp |
| Employer contribution / active EE | $346 | $1,672-79.3% | $2,470-86.0% | $2,281-84.8% |
| Participant deferral / active EE | $1,041 | $2,686-61.2% | $3,497-70.2% | $3,203-67.5% |
| Admin fee / account holder | $373 | $4,393-91.5% | $5,481-93.2% | $4,296-91.3% |