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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 | $81,487+46.2% | $102,412+16.3% | $80,935+47.2% |
| Participation rate | 72.7% | 66.8%+5.9pp | 74.5%-1.8pp | 67.7%+5.1pp |
| Annual return | 3.53% | 25.60%-22.1pp | 24.94%-21.4pp | 35.66%-32.1pp |
| Employer contribution / active EE | $9,494 | $3,103+206.0% | $3,870+145.3% | $2,757+244.4% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $26,940 | $6,717+301.1% | $8,388+221.2% | $6,924+289.1% |