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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 | $32,628 | $70,667-53.8% | $123,106-73.5% | $52,331-37.7% |
| Participation rate | 96.4% | 83.7%+12.7pp | 86.8%+9.7pp | 68.1%+28.3pp |
| Annual return | -2.68% | 6.23%-8.9pp | 13.22%-15.9pp | 4.54%-7.2pp |
| Employer contribution / active EE | $1,965 | $2,946-33.3% | $5,151-61.8% | $1,882+4.4% |
| Participant deferral / active EE | $2,276 | $4,493-49.3% | $6,229-63.5% | $3,022-24.7% |
| Admin fee / account holder | $1,531 | $506+202.3% | $9,015-83.0% | $592+158.8% |