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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 | $34,922 | $72,273-51.7% | $101,275-65.5% | $79,856-56.3% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 9.37% | 22.30%-12.9pp | 46.48%-37.1pp | 31.71%-22.3pp |
| Employer contribution / active EE | $5,820 | $2,691+116.2% | $3,660+59.0% | $2,471+135.5% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,819 | $4,401+9.5% | $5,948-19.0% | $5,306-9.2% |