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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 | $35,263 | $56,894-38.0% | $84,753-58.4% | $62,881-43.9% |
| Participation rate | 72.9% | 68.5%+4.3pp | 76.6%-3.7pp | 69.3%+3.6pp |
| Annual return | -1.23% | 6.30%-7.5pp | 22.78%-24.0pp | 20.14%-21.4pp |
| Employer contribution / active EE | $3,122 | $2,400+30.1% | $3,574-12.7% | $2,281+36.9% |
| Participant deferral / active EE | $656 | $2,709-75.8% | $3,712-82.3% | $3,203-79.5% |
| Admin fee / account holder | $5,751 | $3,581+60.6% | $5,333+7.8% | $4,296+33.9% |