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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 | $50,057 | $49,249+1.6% | $70,476-29.0% | $79,852-37.3% |
| Participation rate | 87.1% | 69.2%+17.9pp | 75.1%+12.0pp | 69.6%+17.5pp |
| Annual return | 4.01% | 30.09%-26.1pp | 109.12%-105.1pp | 31.72%-27.7pp |
| Employer contribution / active EE | $3,732 | $2,100+77.7% | $2,738+36.3% | $2,471+51.0% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $6,508 | $2,878+126.1% | $3,847+69.2% | $5,306+22.7% |