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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 | $45,101 | $138,386-67.4% | $184,260-75.5% | $80,935-44.3% |
| Participation rate | 95.8% | 83.9%+11.9pp | 86.8%+9.0pp | 67.7%+28.1pp |
| Annual return | 8.27% | 20.02%-11.7pp | 28.84%-20.6pp | 35.66%-27.4pp |
| Employer contribution / active EE | $1,690 | $4,851-65.1% | $6,427-73.7% | $2,757-38.7% |
| Participant deferral / active EE | $2,834 | $7,076-59.9% | $9,133-69.0% | $4,299-34.1% |
| Admin fee / account holder | $3,945 | $10,489-62.4% | $13,898-71.6% | $6,924-43.0% |