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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 | $87,772 | $201,370-56.4% | $184,256-52.4% | $145,897-39.8% |
| Participation rate | 91.7% | 87.5%+4.2pp | 86.8%+4.8pp | 80.3%+11.4pp |
| Annual return | 7.51% | 29.05%-21.5pp | 28.85%-21.3pp | 552.29%-544.8pp |
| Employer contribution / active EE | $7,600 | $7,024+8.2% | $6,427+18.2% | $4,663+63.0% |
| Participant deferral / active EE | $2,581 | $9,808-73.7% | $9,133-71.7% | $6,689-61.4% |
| Admin fee / account holder | $9,846 | $16,364-39.8% | $13,899-29.2% | $13,390-26.5% |