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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 | $102,036 | $181,896-43.9% | $156,551-34.8% | $273,972-62.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.30% | 30.74%-28.4pp | 32.23%-29.9pp | 41.46%-39.2pp |
| Employer contribution / active EE | $1,829 | $6,248-70.7% | $5,501-66.8% | $4,869-62.4% |
| Participant deferral / active EE | $250 | $5,550-95.5% | $4,871-94.9% | $5,287-95.3% |
| Admin fee / account holder | $1,338 | $15,560-91.4% | $13,028-89.7% | $10,133-86.8% |