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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 | $47,268 | $143,969-67.2% | $199,883-76.4% | $82,637-42.8% |
| Participation rate | 86.4% | 84.1%+2.3pp | 86.8%-0.3pp | 68.1%+18.4pp |
| Annual return | 9.58% | 25.67%-16.1pp | 43.81%-34.2pp | 53.51%-43.9pp |
| Employer contribution / active EE | $1,924 | $4,632-58.5% | $6,261-69.3% | $2,552-24.6% |
| Participant deferral / active EE | $3,008 | $6,937-56.6% | $9,138-67.1% | $4,126-27.1% |
| Admin fee / account holder | $3,206 | $14,597-78.0% | $17,268-81.4% | $7,339-56.3% |