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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 | $60,518 | $114,712-47.2% | $173,730-65.2% | $87,485-30.8% |
| Participation rate | 90.9% | 73.0%+17.9pp | 79.6%+11.3pp | 68.9%+22.0pp |
| Annual return | 9.43% | 20.18%-10.7pp | 19.96%-10.5pp | 26.06%-16.6pp |
| Employer contribution / active EE | $6,699 | $2,904+130.7% | $4,577+46.4% | $2,596+158.0% |
| Participant deferral / active EE | $1,526 | $4,642-67.1% | $6,326-75.9% | $4,274-64.3% |
| Admin fee / account holder | $2,131 | $10,210-79.1% | $17,523-87.8% | $7,775-72.6% |