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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 | $178,986 | $107,666+66.2% | $102,184+75.2% | $154,746+15.7% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 10.18% | 29.33%-19.2pp | 31.58%-21.4pp | 172.34%-162.2pp |
| Employer contribution / active EE | $1,107 | $3,846-71.2% | $3,594-69.2% | $4,379-74.7% |
| Participant deferral / active EE | $1,803 | $8,719-79.3% | $8,309-78.3% | $6,730-73.2% |
| Admin fee / account holder | $9,300 | $12,943-28.1% | $11,609-19.9% | $14,365-35.3% |