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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 | $106,524-2.7% | $152,301-32.0% | $87,485+18.4% |
| Participation rate | 82.8% | 75.8%+7.0pp | 82.4%+0.3pp | 68.9%+13.8pp |
| Annual return | 12.00% | 26.89%-14.9pp | 80.50%-68.5pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,043 | $3,371-69.0% | $4,624-77.4% | $2,596-59.8% |
| Participant deferral / active EE | $2,390 | $6,525-63.4% | $8,004-70.1% | $4,274-44.1% |
| Admin fee / account holder | $36,462 | $8,287+340.0% | $14,398+153.2% | $7,775+369.0% |