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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 | $123,554 | $110,137+12.2% | $161,149-23.3% | $82,637+49.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 9.69% | 20.69%-11.0pp | 21.16%-11.5pp | 53.51%-43.8pp |
| Employer contribution / active EE | $6,000 | $2,856+110.1% | $4,360+37.6% | $2,552+135.1% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,705 | $9,467-71.4% | $15,194-82.2% | $7,339-63.1% |