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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 | $80,731 | $93,617-13.8% | $135,982-40.6% | $75,177+7.4% |
| Participation rate | 96.4% | 75.2%+21.2pp | 81.9%+14.5pp | 67.2%+29.2pp |
| Annual return | 8.22% | 30.89%-22.7pp | 68.32%-60.1pp | 160.75%-152.5pp |
| Employer contribution / active EE | $7,672 | $3,538+116.8% | $4,859+57.9% | $2,671+187.2% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,304 | $6,980-67.0% | $10,767-78.6% | $5,651-59.2% |