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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 | $86,919+66.0% | $102,457+40.8% | $80,911+78.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 0.49% | 18.90%-18.4pp | 29.41%-28.9pp | 35.63%-35.1pp |
| Employer contribution / active EE | $1,508 | $2,368-36.3% | $3,022-50.1% | $2,756-45.3% |
| Participant deferral / active EE | $1,736 | $4,119-57.9% | $5,054-65.7% | $4,297-59.6% |
| Admin fee / account holder | $1,075 | $8,049-86.6% | $9,451-88.6% | $6,935-84.5% |