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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 | $106,524+22.4% | $152,301-14.4% | $87,485+49.0% |
| Participation rate | 80.7% | 75.8%+4.9pp | 82.4%-1.7pp | 68.9%+11.8pp |
| Annual return | 12.63% | 26.89%-14.3pp | 80.50%-67.9pp | 26.06%-13.4pp |
| Employer contribution / active EE | $3,432 | $3,371+1.8% | $4,624-25.8% | $2,596+32.2% |
| Participant deferral / active EE | $2,391 | $6,525-63.4% | $8,004-70.1% | $4,274-44.1% |
| Admin fee / account holder | $5,109 | $8,287-38.3% | $14,398-64.5% | $7,775-34.3% |