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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 | $50,216 | $146,267-65.7% | $197,124-74.5% | $82,448-39.1% |
| Participation rate | 97.1% | 84.0%+13.1pp | 86.7%+10.4pp | 68.1%+29.0pp |
| Annual return | 13.10% | 29.61%-16.5pp | 44.34%-31.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,682 | $4,723-64.4% | $6,227-73.0% | $2,551-34.0% |
| Participant deferral / active EE | $2,876 | $7,035-59.1% | $9,135-68.5% | $4,139-30.5% |
| Admin fee / account holder | $7,176 | $14,422-50.2% | $16,298-56.0% | $7,234-0.8% |