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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 | $92,534 | $88,707+4.3% | $74,184+24.7% | $273,972-66.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 1.74% | 11.94%-10.2pp | 17.74%-16.0pp | 41.46%-39.7pp |
| Employer contribution / active EE | $14,347 | $3,159+354.1% | $2,370+505.3% | $4,869+194.7% |
| Participant deferral / active EE | $0 | $4,212-100.0% | $3,550-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,526 | $8,717-82.5% | $5,586-72.7% | $10,133-84.9% |