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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 | $127,515 | $72,272+76.4% | $101,264+25.9% | $79,858+59.7% |
| Participation rate | 87.2% | 68.5%+18.8pp | 75.8%+11.4pp | 69.6%+17.6pp |
| Annual return | 8.64% | 22.30%-13.7pp | 46.48%-37.8pp | 31.72%-23.1pp |
| Employer contribution / active EE | $4,015 | $2,692+49.2% | $3,660+9.7% | $2,471+62.5% |
| Participant deferral / active EE | $676 | $3,282-79.4% | $4,370-84.5% | $3,740-81.9% |
| Admin fee / account holder | $5,920 | $4,401+34.5% | $5,947-0.4% | $5,306+11.6% |