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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 | $102,427 | $106,749-4.0% | $145,433-29.6% | $82,448+24.2% |
| Participation rate | 96.4% | 75.6%+20.8pp | 82.1%+14.3pp | 68.1%+28.4pp |
| Annual return | 8.10% | 27.59%-19.5pp | 66.58%-58.5pp | 41.64%-33.5pp |
| Employer contribution / active EE | $7,143 | $3,444+107.4% | $4,554+56.8% | $2,551+180.0% |
| Participant deferral / active EE | $1,209 | $6,519-81.5% | $7,897-84.7% | $4,139-70.8% |
| Admin fee / account holder | $8,345 | $8,390-0.5% | $13,129-36.4% | $7,234+15.4% |