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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 | $37,268 | $89,370-58.3% | $141,197-73.6% | $72,976-48.9% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.5%-7.5pp | 69.5%+5.5pp |
| Annual return | 4.78% | 111.88%-107.1pp | 71.41%-66.6pp | 81.02%-76.2pp |
| Employer contribution / active EE | $1,133 | $3,115-63.6% | $4,736-76.1% | $2,440-53.6% |
| Participant deferral / active EE | $1,648 | $5,419-69.6% | $6,710-75.4% | $3,608-54.3% |
| Admin fee / account holder | $4,636 | $5,957-22.2% | $10,265-54.8% | $5,124-9.5% |