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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 | $26,425 | $77,358-65.8% | $102,184-74.1% | $87,485-69.8% |
| Participation rate | 86.8% | 78.7%+8.1pp | 82.6%+4.2pp | 68.9%+17.9pp |
| Annual return | 13.25% | 41.11%-27.9pp | 31.58%-18.3pp | 26.06%-12.8pp |
| Employer contribution / active EE | $1,093 | $2,562-57.4% | $3,594-69.6% | $2,596-57.9% |
| Participant deferral / active EE | $1,962 | $6,753-70.9% | $8,309-76.4% | $4,274-54.1% |
| Admin fee / account holder | $2,209 | $6,809-67.6% | $11,609-81.0% | $7,775-71.6% |