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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 | $38,764 | $93,598-58.6% | $135,974-71.5% | $75,173-48.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 10.85% | 30.89%-20.0pp | 68.30%-57.5pp | 160.72%-149.9pp |
| Employer contribution / active EE | $1,042 | $3,538-70.6% | $4,859-78.6% | $2,671-61.0% |
| Participant deferral / active EE | $2,411 | $6,405-62.4% | $7,760-68.9% | $4,126-41.6% |
| Admin fee / account holder | $609 | $6,978-91.3% | $10,767-94.3% | $5,651-89.2% |