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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 | $50,712 | $143,969-64.8% | $199,883-74.6% | $82,637-38.6% |
| Participation rate | 94.1% | 84.1%+10.0pp | 86.8%+7.4pp | 68.1%+26.1pp |
| Annual return | 12.14% | 25.67%-13.5pp | 43.81%-31.7pp | 53.51%-41.4pp |
| Employer contribution / active EE | $1,704 | $4,632-63.2% | $6,261-72.8% | $2,552-33.2% |
| Participant deferral / active EE | $2,946 | $6,937-57.5% | $9,138-67.8% | $4,126-28.6% |
| Admin fee / account holder | $3,878 | $14,597-73.4% | $17,268-77.5% | $7,339-47.2% |