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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 | $42,923 | $67,602-36.5% | $82,312-47.9% | $70,126-38.8% |
| Participation rate | 97.6% | 72.8%+24.8pp | 76.9%+20.7pp | 69.5%+28.0pp |
| Annual return | 7.01% | 21.57%-14.6pp | 25.88%-18.9pp | 73.15%-66.1pp |
| Employer contribution / active EE | $3,659 | $1,755+108.5% | $2,428+50.7% | $2,343+56.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,867 | $4,512-36.4% | $5,608-48.9% | $4,645-38.3% |