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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 | $81,403+20.6% | $147,027-33.2% | $87,485+12.2% |
| Participation rate | 70.0% | 63.4%+6.6pp | 73.7%-3.7pp | 68.9%+1.1pp |
| Annual return | 7.50% | 16.51%-9.0pp | 20.23%-12.7pp | 26.06%-18.6pp |
| Employer contribution / active EE | $4,674 | $2,205+111.9% | $3,626+28.9% | $2,596+80.0% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $19,037 | $6,755+181.8% | $12,223+55.8% | $7,775+144.9% |