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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 | $78,429 | $117,846-33.4% | $102,434-23.4% | $145,884-46.2% |
| Participation rate | 70.8% | 78.6%-7.8pp | 76.5%-5.7pp | 80.3%-9.5pp |
| Annual return | 6.59% | 31.90%-25.3pp | 29.46%-22.9pp | 551.85%-545.3pp |
| Employer contribution / active EE | $1,195 | $3,615-66.9% | $3,023-60.5% | $4,662-74.4% |
| Participant deferral / active EE | $1,415 | $5,733-75.3% | $5,055-72.0% | $6,690-78.9% |
| Admin fee / account holder | $1,942 | $13,356-85.5% | $9,462-79.5% | $13,392-85.5% |