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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 | $119,147 | $81,457+46.3% | $103,378+15.3% | $80,911+47.3% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.6%+5.1pp |
| Annual return | 3.53% | 25.58%-22.0pp | 24.91%-21.4pp | 35.63%-32.1pp |
| Employer contribution / active EE | $9,494 | $3,107+205.5% | $3,870+145.3% | $2,756+244.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $26,940 | $6,717+301.1% | $8,401+220.7% | $6,935+288.5% |