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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 | $172,456 | $145,431+18.6% | $211,142-18.3% | $87,485+97.1% |
| Participation rate | 96.3% | 84.7%+11.5pp | 87.3%+9.0pp | 68.9%+27.4pp |
| Annual return | 12.25% | 27.21%-15.0pp | 46.84%-34.6pp | 26.06%-13.8pp |
| Employer contribution / active EE | $5,556 | $4,662+19.2% | $6,442-13.8% | $2,596+114.0% |
| Participant deferral / active EE | $0 | $6,859-100.0% | $9,284-100.0% | $4,274-100.0% |
| Admin fee / account holder | $17,064 | $17,052+0.1% | $19,076-10.5% | $7,775+119.5% |