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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 | $76,038 | $45,050+68.8% | $63,018+20.7% | $70,126+8.4% |
| Participation rate | 95.6% | 69.5%+26.0pp | 74.8%+20.8pp | 69.5%+26.0pp |
| Annual return | 9.49% | 18.76%-9.3pp | 87.62%-78.1pp | 73.15%-63.7pp |
| Employer contribution / active EE | $4,874 | $2,052+137.6% | $2,761+76.6% | $2,343+108.1% |
| Participant deferral / active EE | $665 | $2,466-73.0% | $3,330-80.0% | $3,332-80.0% |
| Admin fee / account holder | $10,430 | $2,834+268.1% | $3,601+189.7% | $4,645+124.5% |