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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 | $67,894+34.9% | $89,340+2.6% | $82,448+11.1% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 8.56% | 19.21%-10.6pp | 20.57%-12.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $2,588 | $1,828+41.6% | $2,231+16.0% | $2,551+1.4% |
| Participant deferral / active EE | $0 | $3,072-100.0% | $3,823-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,094 | $5,723-45.9% | $6,704-53.8% | $7,234-57.2% |