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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 | $103,599 | $106,749-3.0% | $145,433-28.8% | $82,448+25.7% |
| Participation rate | 82.8% | 75.6%+7.1pp | 82.1%+0.6pp | 68.1%+14.7pp |
| Annual return | 12.00% | 27.59%-15.6pp | 66.58%-54.6pp | 41.64%-29.6pp |
| Employer contribution / active EE | $1,043 | $3,444-69.7% | $4,554-77.1% | $2,551-59.1% |
| Participant deferral / active EE | $2,390 | $6,519-63.3% | $7,897-69.7% | $4,139-42.3% |
| Admin fee / account holder | $36,462 | $8,390+334.6% | $13,129+177.7% | $7,234+404.0% |