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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 | $99,593 | $99,875-0.3% | $146,866-32.2% | $86,983+14.5% |
| Participation rate | 97.4% | 75.8%+21.6pp | 82.5%+14.9pp | 69.5%+27.9pp |
| Annual return | 9.95% | 28.10%-18.1pp | 102.85%-92.9pp | 25.83%-15.9pp |
| Employer contribution / active EE | $2,051 | $3,224-36.4% | $4,425-53.6% | $2,584-20.6% |
| Participant deferral / active EE | $0 | $6,322-100.0% | $7,759-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,185 | $7,838-59.4% | $13,620-76.6% | $7,856-59.5% |