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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 | $66,448 | $65,364+1.7% | $92,909-28.5% | $72,975-8.9% |
| Participation rate | 98.0% | 68.3%+29.7pp | 76.0%+22.0pp | 69.5%+28.6pp |
| Annual return | 15.84% | 42.11%-26.3pp | 109.44%-93.6pp | 81.01%-65.2pp |
| Employer contribution / active EE | $5,006 | $2,594+92.9% | $3,653+37.0% | $2,440+105.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $10,837 | $4,251+154.9% | $5,795+87.0% | $5,124+111.5% |