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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 | $72,468 | $78,520-7.7% | $96,576-25.0% | $82,448-12.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 5.36% | 41.30%-35.9pp | 38.47%-33.1pp | 41.64%-36.3pp |
| Employer contribution / active EE | $2,118 | $2,630-19.5% | $3,553-40.4% | $2,551-17.0% |
| Participant deferral / active EE | $2,470 | $6,754-63.4% | $7,956-69.0% | $4,139-40.3% |
| Admin fee / account holder | $2,655 | $13,455-80.3% | $11,381-76.7% | $7,234-63.3% |