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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 | $33,089 | $77,472-57.3% | $100,415-67.0% | $80,959-59.1% |
| Participation rate | 80.0% | 76.9%+3.1pp | 81.5%-1.5pp | 67.7%+12.3pp |
| Annual return | 4.73% | 37.26%-32.5pp | 49.47%-44.7pp | 35.67%-30.9pp |
| Employer contribution / active EE | $2,209 | $2,800-21.1% | $3,943-44.0% | $2,757-19.9% |
| Participant deferral / active EE | $2,497 | $6,818-63.4% | $8,091-69.1% | $4,300-41.9% |
| Admin fee / account holder | $3,017 | $5,885-48.7% | $7,906-61.8% | $6,925-56.4% |