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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 | $71,353-63.0% | $92,805-71.5% | $86,983-69.6% |
| Participation rate | 86.8% | 80.9%+5.9pp | 83.5%+3.3pp | 69.5%+17.3pp |
| Annual return | 13.25% | 44.68%-31.4pp | 31.59%-18.3pp | 25.83%-12.6pp |
| Employer contribution / active EE | $1,093 | $2,468-55.7% | $3,424-68.1% | $2,584-57.7% |
| Participant deferral / active EE | $1,962 | $6,966-71.8% | $8,448-76.8% | $4,194-53.2% |
| Admin fee / account holder | $2,209 | $6,099-63.8% | $10,911-79.8% | $7,856-71.9% |