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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 | $42,171 | $84,953-50.4% | $163,379-74.2% | $82,637-49.0% |
| Participation rate | 96.3% | 65.9%+30.3pp | 76.8%+19.5pp | 68.1%+28.2pp |
| Annual return | 5.24% | 23.07%-17.8pp | 63.41%-58.2pp | 53.51%-48.3pp |
| Employer contribution / active EE | $3,990 | $2,183+82.8% | $3,752+6.3% | $2,552+56.4% |
| Participant deferral / active EE | $586 | $4,326-86.5% | $6,282-90.7% | $4,126-85.8% |
| Admin fee / account holder | $1,270 | $7,921-84.0% | $9,818-87.1% | $7,339-82.7% |