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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 | $98,159 | $87,180+12.6% | $173,703-43.5% | $94,015+4.4% |
| Participation rate | 70.0% | 65.6%+4.4pp | 75.9%-5.9pp | 70.8%-0.8pp |
| Annual return | 7.50% | 14.17%-6.7pp | 17.46%-10.0pp | 17.84%-10.3pp |
| Employer contribution / active EE | $4,674 | $2,494+87.4% | $4,288+9.0% | $2,790+67.5% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,854-100.0% | $4,249-100.0% |
| Admin fee / account holder | $19,037 | $7,506+153.6% | $15,562+22.3% | $8,951+112.7% |