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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 | $78,197-66.2% | $98,090-73.1% | $82,637-68.0% |
| Participation rate | 86.8% | 77.5%+9.3pp | 81.5%+5.2pp | 68.1%+18.7pp |
| Annual return | 13.25% | 40.25%-27.0pp | 37.05%-23.8pp | 53.51%-40.3pp |
| Employer contribution / active EE | $1,093 | $2,605-58.0% | $3,606-69.7% | $2,552-57.2% |
| Participant deferral / active EE | $1,962 | $6,636-70.4% | $7,845-75.0% | $4,126-52.5% |
| Admin fee / account holder | $2,209 | $14,832-85.1% | $11,815-81.3% | $7,339-69.9% |