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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 | $142,513 | $56,894+150.5% | $84,753+68.2% | $62,881+126.6% |
| Participation rate | 84.0% | 68.5%+15.5pp | 76.6%+7.4pp | 69.3%+14.7pp |
| Annual return | 4.07% | 6.30%-2.2pp | 22.78%-18.7pp | 20.14%-16.1pp |
| Employer contribution / active EE | $22,577 | $2,400+840.8% | $3,574+531.6% | $2,281+889.8% |
| Participant deferral / active EE | $1,051 | $2,709-61.2% | $3,712-71.7% | $3,203-67.2% |
| Admin fee / account holder | $17,052 | $3,581+376.2% | $5,333+219.7% | $4,296+297.0% |