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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 | $130,344 | $107,421+21.3% | $182,262-28.5% | $94,015+38.6% |
| Participation rate | 80.7% | 77.8%+2.9pp | 84.2%-3.5pp | 70.8%+9.9pp |
| Annual return | 12.63% | 21.32%-8.7pp | 140.60%-128.0pp | 17.84%-5.2pp |
| Employer contribution / active EE | $3,432 | $3,448-0.5% | $5,046-32.0% | $2,790+23.0% |
| Participant deferral / active EE | $2,391 | $6,558-63.5% | $8,276-71.1% | $4,249-43.7% |
| Admin fee / account holder | $5,109 | $8,692-41.2% | $16,712-69.4% | $8,951-42.9% |