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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 | $114,064 | $124,425-8.3% | $112,040+1.8% | $137,256-16.9% |
| Participation rate | 73.3% | 79.3%-6.0pp | 76.5%-3.2pp | 80.0%-6.6pp |
| Annual return | 9.40% | 24.72%-15.3pp | 24.52%-15.1pp | 220.34%-210.9pp |
| Employer contribution / active EE | $1,088 | $3,411-68.1% | $2,954-63.2% | $4,156-73.8% |
| Participant deferral / active EE | $1,654 | $5,718-71.1% | $5,098-67.6% | $6,407-74.2% |
| Admin fee / account holder | $13,277 | $15,207-12.7% | $12,098+9.7% | $12,270+8.2% |