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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 | $56,337 | $91,559-38.5% | $133,978-58.0% | $79,856-29.5% |
| Participation rate | 84.4% | 73.3%+11.0pp | 79.8%+4.5pp | 69.6%+14.7pp |
| Annual return | 9.80% | 61.85%-52.1pp | 45.10%-35.3pp | 31.71%-21.9pp |
| Employer contribution / active EE | $850 | $2,384-64.3% | $3,919-78.3% | $2,471-65.6% |
| Participant deferral / active EE | $687 | $3,734-81.6% | $5,047-86.4% | $3,741-81.6% |
| Admin fee / account holder | $1,040 | $6,321-83.6% | $8,930-88.4% | $5,306-80.4% |