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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 | $124,207 | $99,345+25.0% | $84,753+46.6% | $273,972-54.7% |
| Participation rate | 93.8% | 80.7%+13.1pp | 76.6%+17.2pp | 83.0%+10.7pp |
| Annual return | 0.98% | 22.93%-22.0pp | 22.78%-21.8pp | 41.46%-40.5pp |
| Employer contribution / active EE | $3,125 | $4,214-25.8% | $3,574-12.6% | $4,869-35.8% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $8,571 | $6,645+29.0% | $5,333+60.7% | $10,133-15.4% |