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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 | $62,163 | $72,273-14.0% | $101,275-38.6% | $79,856-22.2% |
| Participation rate | 98.1% | 68.5%+29.6pp | 75.8%+22.3pp | 69.6%+28.4pp |
| Annual return | 6.58% | 22.30%-15.7pp | 46.48%-39.9pp | 31.71%-25.1pp |
| Employer contribution / active EE | $3,848 | $2,691+43.0% | $3,660+5.1% | $2,471+55.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $15,353 | $4,401+248.8% | $5,948+158.1% | $5,306+189.3% |