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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 | $30,243 | $124,330-75.7% | $109,173-72.3% | $167,536-81.9% |
| Participation rate | 95.0% | 79.5%+15.5pp | 75.9%+19.1pp | 82.1%+12.9pp |
| Annual return | 8.46% | 26.04%-17.6pp | 25.75%-17.3pp | 478.82%-470.4pp |
| Employer contribution / active EE | $1,096 | $4,209-74.0% | $3,723-70.5% | $4,839-77.3% |
| Participant deferral / active EE | $1,427 | $5,256-72.8% | $4,654-69.3% | $6,342-77.5% |
| Admin fee / account holder | $2,343 | $7,974-70.6% | $6,755-65.3% | $12,315-81.0% |