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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 | $42,601 | $59,440-28.3% | $78,004-45.4% | $82,637-48.4% |
| Participation rate | 96.2% | 62.8%+33.4pp | 69.4%+26.8pp | 68.1%+28.2pp |
| Annual return | 7.47% | 40.24%-32.8pp | 31.07%-23.6pp | 53.51%-46.0pp |
| Employer contribution / active EE | $3,088 | $1,750+76.4% | $2,469+25.1% | $2,552+21.0% |
| Participant deferral / active EE | $0 | $3,138-100.0% | $4,092-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,156 | $5,504-79.0% | $7,578-84.7% | $7,339-84.2% |