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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 | $91,620 | $75,720+21.0% | $90,312+1.4% | $86,983+5.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 8.56% | 18.55%-10.0pp | 18.90%-10.3pp | 25.83%-17.3pp |
| Employer contribution / active EE | $2,588 | $1,945+33.0% | $2,243+15.4% | $2,584+0.1% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $3,094 | $6,201-50.1% | $8,248-62.5% | $7,856-60.6% |