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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 | $155,572 | $60,349+157.8% | $74,184+109.7% | $62,881+147.4% |
| Participation rate | 96.8% | 72.7%+24.0pp | 76.6%+20.2pp | 69.3%+27.5pp |
| Annual return | 2.87% | 21.38%-18.5pp | 17.74%-14.9pp | 20.14%-17.3pp |
| Employer contribution / active EE | $8,755 | $1,680+421.1% | $2,370+269.4% | $2,281+283.9% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,324 | $4,261-22.0% | $5,586-40.5% | $4,296-22.6% |