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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 | $42,672 | $67,602-36.9% | $82,312-48.2% | $70,126-39.1% |
| Participation rate | 93.2% | 72.8%+20.4pp | 76.9%+16.3pp | 69.5%+23.7pp |
| Annual return | 12.01% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $830 | $2,987-72.2% | $3,706-77.6% | $3,332-75.1% |
| Admin fee / account holder | $4,283 | $4,512-5.1% | $5,608-23.6% | $4,646-7.8% |