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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 | $56,467 | $78,520-28.1% | $96,576-41.5% | $82,448-31.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.45% | 41.30%-26.9pp | 38.47%-24.0pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,658 | $2,630+115.2% | $3,553+59.2% | $2,551+121.8% |
| Participant deferral / active EE | $2,671 | $6,754-60.5% | $7,956-66.4% | $4,139-35.5% |
| Admin fee / account holder | $1,045 | $13,455-92.2% | $11,381-90.8% | $7,234-85.6% |