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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 | $74,977 | $199,109-62.3% | $173,730-56.8% | $154,746-51.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.50% | 20.02%-12.5pp | 19.96%-12.5pp | 172.34%-164.8pp |
| Employer contribution / active EE | $2,913 | $5,311-45.2% | $4,577-36.4% | $4,379-33.5% |
| Participant deferral / active EE | $2,025 | $7,113-71.5% | $6,326-68.0% | $6,730-69.9% |
| Admin fee / account holder | $7,981 | $20,916-61.8% | $17,523-54.5% | $14,365-44.4% |