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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 | $27,559 | $70,475-60.9% | $100,530-72.6% | $79,858-65.5% |
| Participation rate | 95.5% | 73.7%+21.9pp | 79.4%+16.1pp | 69.6%+25.9pp |
| Annual return | 8.06% | 21.90%-13.8pp | 30.89%-22.8pp | 31.72%-23.7pp |
| Employer contribution / active EE | $0 | $2,165-100.0% | $3,418-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,952 | $5,181-62.3% | $6,271-68.9% | $3,740-47.8% |
| Admin fee / account holder | $1,607 | $4,478-64.1% | $8,083-80.1% | $5,306-69.7% |