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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 | $86,878 | $108,825-20.2% | $156,181-44.4% | $82,448+5.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.82% | 20.59%-8.8pp | 64.87%-53.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $2,820 | $2,870-1.7% | $4,294-34.3% | $2,551+10.5% |
| Participant deferral / active EE | $1,939 | $4,577-57.6% | $6,132-68.4% | $4,139-53.2% |
| Admin fee / account holder | $1,378 | $9,341-85.2% | $14,586-90.6% | $7,234-80.9% |