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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 | $144,295 | $86,949+66.0% | $102,460+40.8% | $80,959+78.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 0.49% | 18.89%-18.4pp | 29.47%-29.0pp | 35.67%-35.2pp |
| Employer contribution / active EE | $1,508 | $2,370-36.4% | $3,025-50.2% | $2,757-45.3% |
| Participant deferral / active EE | $1,736 | $4,121-57.9% | $5,056-65.7% | $4,300-59.6% |
| Admin fee / account holder | $1,075 | $8,048-86.6% | $9,460-88.6% | $6,925-84.5% |