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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 | $41,943 | $78,423-46.5% | $95,964-56.3% | $79,856-47.5% |
| Participation rate | 93.4% | 73.5%+20.0pp | 77.1%+16.4pp | 69.6%+23.8pp |
| Annual return | 4.75% | 19.37%-14.6pp | 91.64%-86.9pp | 31.71%-27.0pp |
| Employer contribution / active EE | $2,561 | $1,945+31.6% | $2,541+0.8% | $2,471+3.6% |
| Participant deferral / active EE | $1,019 | $3,440-70.4% | $4,167-75.5% | $3,741-72.8% |
| Admin fee / account holder | $640 | $5,622-88.6% | $6,797-90.6% | $5,306-87.9% |