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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 | $85,348 | $73,988+15.4% | $96,538-11.6% | $75,177+13.5% |
| Participation rate | 73.3% | 66.4%+6.9pp | 74.3%-1.0pp | 67.2%+6.1pp |
| Annual return | 0.47% | 26.73%-26.3pp | 35.74%-35.3pp | 160.75%-160.3pp |
| Employer contribution / active EE | $3,062 | $2,930+4.5% | $3,740-18.1% | $2,671+14.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,394 | $5,220+41.7% | $6,737+9.7% | $5,651+30.8% |