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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 | $83,166 | $65,367+27.2% | $92,915-10.5% | $72,976+14.0% |
| Participation rate | 83.8% | 68.3%+15.4pp | 76.0%+7.7pp | 69.5%+14.3pp |
| Annual return | 6.49% | 42.11%-35.6pp | 109.45%-103.0pp | 81.02%-74.5pp |
| Employer contribution / active EE | $3,381 | $2,594+30.4% | $3,653-7.5% | $2,440+38.6% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $7,766 | $4,251+82.7% | $5,796+34.0% | $5,124+51.6% |