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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 | $48,017 | $80,983-40.7% | $96,544-50.3% | $75,177-36.1% |
| Participation rate | 74.4% | 71.8%+2.6pp | 76.0%-1.6pp | 67.2%+7.2pp |
| Annual return | 7.37% | 27.05%-19.7pp | 25.88%-18.5pp | 160.75%-153.4pp |
| Employer contribution / active EE | $3,020 | $2,282+32.3% | $2,966+1.8% | $2,671+13.1% |
| Participant deferral / active EE | $1,310 | $3,929-66.7% | $4,851-73.0% | $4,126-68.3% |
| Admin fee / account holder | $2,315 | $6,717-65.5% | $8,254-72.0% | $5,651-59.0% |