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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 | $28,763 | $49,249-41.6% | $70,476-59.2% | $79,852-64.0% |
| Participation rate | 92.5% | 69.2%+23.3pp | 75.1%+17.4pp | 69.6%+22.8pp |
| Annual return | 2.55% | 30.09%-27.5pp | 109.12%-106.6pp | 31.72%-29.2pp |
| Employer contribution / active EE | $1,054 | $2,100-49.8% | $2,738-61.5% | $2,471-57.4% |
| Participant deferral / active EE | $214 | $2,769-92.3% | $3,710-94.2% | $3,740-94.3% |
| Admin fee / account holder | $3,556 | $2,878+23.6% | $3,847-7.6% | $5,306-33.0% |