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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 | $138,366-67.4% | $184,185-75.5% | $80,911-44.3% |
| Participation rate | 95.8% | 83.9%+11.9pp | 86.8%+8.9pp | 67.6%+28.1pp |
| Annual return | 8.27% | 20.02%-11.7pp | 28.81%-20.5pp | 35.63%-27.4pp |
| Employer contribution / active EE | $1,690 | $4,849-65.1% | $6,426-73.7% | $2,756-38.7% |
| Participant deferral / active EE | $2,834 | $7,074-59.9% | $9,132-69.0% | $4,297-34.1% |
| Admin fee / account holder | $3,945 | $10,484-62.4% | $13,909-71.6% | $6,935-43.1% |