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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 | $103,462 | $101,778+1.7% | $164,975-37.3% | $80,925+27.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.42% | 16.73%-6.3pp | 70.12%-59.7pp | 35.65%-25.2pp |
| Employer contribution / active EE | $2,857 | $2,954-3.3% | $4,343-34.2% | $2,756+3.7% |
| Participant deferral / active EE | $0 | $4,477-100.0% | $6,033-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,251 | $8,221-72.6% | $12,688-82.3% | $6,940-67.6% |