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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 | $106,864-6.8% | $147,318-32.4% | $82,637+20.5% |
| Participation rate | 97.4% | 75.5%+21.9pp | 82.1%+15.4pp | 68.1%+29.4pp |
| Annual return | 9.95% | 27.49%-17.5pp | 70.43%-60.5pp | 53.51%-43.6pp |
| Employer contribution / active EE | $2,051 | $3,417-40.0% | $4,593-55.3% | $2,552-19.6% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,185 | $8,415-62.1% | $13,708-76.8% | $7,339-56.6% |