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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 | $37,838 | $93,598-59.6% | $135,974-72.2% | $75,173-49.7% |
| Participation rate | 77.6% | 75.2%+2.4pp | 81.9%-4.4pp | 67.2%+10.3pp |
| Annual return | 11.74% | 30.89%-19.2pp | 68.30%-56.6pp | 160.72%-149.0pp |
| Employer contribution / active EE | $1,117 | $3,538-68.4% | $4,859-77.0% | $2,671-58.2% |
| Participant deferral / active EE | $1,669 | $6,405-73.9% | $7,760-78.5% | $4,126-59.6% |
| Admin fee / account holder | $9,385 | $6,978+34.5% | $10,767-12.8% | $5,651+66.1% |