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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 | $77,921 | $45,211+72.3% | $56,429+38.1% | $70,126+11.1% |
| Participation rate | 96.9% | 73.6%+23.2pp | 80.0%+16.8pp | 69.5%+27.3pp |
| Annual return | 11.31% | 38.45%-27.1pp | 19.04%-7.7pp | 73.15%-61.8pp |
| Employer contribution / active EE | $4,407 | $2,737+61.0% | $3,405+29.4% | $2,343+88.1% |
| Participant deferral / active EE | $0 | $2,735-100.0% | $3,951-100.0% | $3,332-100.0% |
| Admin fee / account holder | $5,942 | $3,027+96.3% | $4,466+33.1% | $4,645+27.9% |