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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 | $106,749+22.1% | $145,433-10.4% | $82,448+58.1% |
| Participation rate | 80.7% | 75.6%+5.1pp | 82.1%-1.4pp | 68.1%+12.6pp |
| Annual return | 12.63% | 27.59%-15.0pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $3,432 | $3,444-0.4% | $4,554-24.7% | $2,551+34.5% |
| Participant deferral / active EE | $2,391 | $6,519-63.3% | $7,897-69.7% | $4,139-42.2% |
| Admin fee / account holder | $5,109 | $8,390-39.1% | $13,129-61.1% | $7,234-29.4% |