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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 | $77,358-6.3% | $102,184-29.1% | $87,485-17.2% |
| Participation rate | 100.0% | 78.7%+21.3pp | 82.6%+17.4pp | 68.9%+31.1pp |
| Annual return | 5.36% | 41.11%-35.7pp | 31.58%-26.2pp | 26.06%-20.7pp |
| Employer contribution / active EE | $2,118 | $2,562-17.3% | $3,594-41.1% | $2,596-18.4% |
| Participant deferral / active EE | $2,470 | $6,753-63.4% | $8,309-70.3% | $4,274-42.2% |
| Admin fee / account holder | $2,655 | $6,809-61.0% | $11,609-77.1% | $7,775-65.8% |