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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 | $57,884 | $83,485-30.7% | $125,192-53.8% | $72,975-20.7% |
| Participation rate | 92.6% | 73.3%+19.3pp | 79.8%+12.8pp | 69.5%+23.1pp |
| Annual return | 3.36% | 25.77%-22.4pp | 43.79%-40.4pp | 81.01%-77.7pp |
| Employer contribution / active EE | $3,011 | $2,346+28.4% | $3,866-22.1% | $2,440+23.4% |
| Participant deferral / active EE | $1,623 | $3,586-54.7% | $4,937-67.1% | $3,608-55.0% |
| Admin fee / account holder | $1,712 | $5,518-69.0% | $9,704-82.4% | $5,124-66.6% |