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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 | $123,478-51.0% | $216,567-72.1% | $94,015-35.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 81.6%+9.3pp | 70.8%+20.1pp |
| Annual return | 9.43% | 23.61%-14.2pp | 12.94%-3.5pp | 17.84%-8.4pp |
| Employer contribution / active EE | $6,699 | $3,136+113.7% | $5,216+28.4% | $2,790+140.1% |
| Participant deferral / active EE | $1,526 | $4,556-66.5% | $6,191-75.3% | $4,249-64.1% |
| Admin fee / account holder | $2,131 | $12,753-83.3% | $21,981-90.3% | $8,951-76.2% |