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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 | $79,894+22.9% | $135,792-27.7% | $82,637+18.8% |
| Participation rate | 70.0% | 63.0%+7.0pp | 72.6%-2.6pp | 68.1%+1.9pp |
| Annual return | 7.50% | 17.20%-9.7pp | 25.96%-18.5pp | 53.51%-46.0pp |
| Employer contribution / active EE | $4,674 | $2,165+115.9% | $3,496+33.7% | $2,552+83.1% |
| Participant deferral / active EE | $0 | $3,194-100.0% | $4,759-100.0% | $4,126-100.0% |
| Admin fee / account holder | $19,037 | $6,434+195.9% | $12,266+55.2% | $7,339+159.4% |