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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 | $40,586 | $72,486-44.0% | $87,103-53.4% | $72,976-44.4% |
| Participation rate | 92.4% | 72.8%+19.6pp | 76.9%+15.5pp | 69.5%+22.9pp |
| Annual return | 6.67% | 24.46%-17.8pp | 28.19%-21.5pp | 81.02%-74.3pp |
| Employer contribution / active EE | $2,281 | $1,894+20.4% | $2,521-9.5% | $2,440-6.5% |
| Participant deferral / active EE | $945 | $3,270-71.1% | $4,049-76.7% | $3,608-73.8% |
| Admin fee / account holder | $1,944 | $5,055-61.5% | $7,491-74.1% | $5,124-62.1% |