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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 | $112,519 | $124,425-9.6% | $112,040+0.4% | $137,256-18.0% |
| Participation rate | 90.5% | 79.3%+11.2pp | 76.5%+14.0pp | 80.0%+10.5pp |
| Annual return | 2.88% | 24.72%-21.8pp | 24.52%-21.6pp | 220.34%-217.5pp |
| Employer contribution / active EE | $4,319 | $3,411+26.6% | $2,954+46.2% | $4,156+3.9% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,997 | $15,207-60.6% | $12,098-50.4% | $12,270-51.1% |