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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 | $24,156 | $56,894-57.5% | $84,753-71.5% | $62,881-61.6% |
| Participation rate | 84.6% | 68.5%+16.1pp | 76.6%+8.0pp | 69.3%+15.3pp |
| Annual return | 3.55% | 6.30%-2.8pp | 22.78%-19.2pp | 20.14%-16.6pp |
| Employer contribution / active EE | $9,698 | $2,400+304.1% | $3,574+171.3% | $2,281+325.2% |
| Participant deferral / active EE | $1,001 | $2,709-63.1% | $3,712-73.0% | $3,203-68.8% |
| Admin fee / account holder | $1,226 | $3,581-65.8% | $5,333-77.0% | $4,296-71.5% |