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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 | $100,551 | $199,109-49.5% | $173,730-42.1% | $154,746-35.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.46% | 20.02%-12.6pp | 19.96%-12.5pp | 172.34%-164.9pp |
| Employer contribution / active EE | $3,897 | $5,311-26.6% | $4,577-14.9% | $4,379-11.0% |
| Participant deferral / active EE | $1,230 | $7,113-82.7% | $6,326-80.6% | $6,730-81.7% |
| Admin fee / account holder | $2,024 | $20,916-90.3% | $17,523-88.5% | $14,365-85.9% |