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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 | $43,187 | $81,446-47.0% | $103,374-58.2% | $80,874-46.6% |
| Participation rate | 89.7% | 66.9%+22.8pp | 74.5%+15.1pp | 67.6%+22.0pp |
| Annual return | 8.57% | 25.57%-17.0pp | 24.89%-16.3pp | 35.62%-27.0pp |
| Employer contribution / active EE | $6,224 | $3,107+100.3% | $3,869+60.9% | $2,756+125.9% |
| Participant deferral / active EE | $457 | $3,870-88.2% | $5,058-91.0% | $4,297-89.4% |
| Admin fee / account holder | $2,268 | $6,715-66.2% | $8,394-73.0% | $6,935-67.3% |