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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 | $63,727 | $106,524-40.2% | $152,301-58.2% | $87,485-27.2% |
| Participation rate | 93.3% | 75.8%+17.6pp | 82.4%+10.9pp | 68.9%+24.4pp |
| Annual return | 11.25% | 26.89%-15.6pp | 80.50%-69.3pp | 26.06%-14.8pp |
| Employer contribution / active EE | $3,773 | $3,371+11.9% | $4,624-18.4% | $2,596+45.3% |
| Participant deferral / active EE | $2,310 | $6,525-64.6% | $8,004-71.1% | $4,274-45.9% |
| Admin fee / account holder | $2,242 | $8,287-72.9% | $14,398-84.4% | $7,775-71.2% |