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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 | $51,359 | $86,938-40.9% | $102,423-49.9% | $80,925-36.5% |
| Participation rate | 75.6% | 72.4%+3.2pp | 76.5%-0.9pp | 67.7%+7.9pp |
| Annual return | 9.76% | 18.89%-9.1pp | 29.42%-19.7pp | 35.65%-25.9pp |
| Employer contribution / active EE | $1,590 | $2,369-32.9% | $3,023-47.4% | $2,756-42.3% |
| Participant deferral / active EE | $1,187 | $4,120-71.2% | $5,054-76.5% | $4,299-72.4% |
| Admin fee / account holder | $1,260 | $8,053-84.4% | $9,455-86.7% | $6,940-81.8% |