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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 | $37,172 | $86,949-57.2% | $102,460-63.7% | $80,959-54.1% |
| Participation rate | 95.5% | 72.4%+23.1pp | 76.5%+18.9pp | 67.7%+27.8pp |
| Annual return | 1.74% | 18.89%-17.2pp | 29.47%-27.7pp | 35.67%-33.9pp |
| Employer contribution / active EE | $3,893 | $2,370+64.3% | $3,025+28.7% | $2,757+41.2% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,117 | $8,048-86.1% | $9,460-88.2% | $6,925-83.9% |