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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 | $108,825-44.4% | $156,181-61.3% | $82,448-26.6% |
| Participation rate | 90.9% | 72.4%+18.5pp | 78.8%+12.1pp | 68.1%+22.8pp |
| Annual return | 9.43% | 20.59%-11.2pp | 64.87%-55.4pp | 41.64%-32.2pp |
| Employer contribution / active EE | $6,699 | $2,870+133.4% | $4,294+56.0% | $2,551+162.6% |
| Participant deferral / active EE | $1,526 | $4,577-66.7% | $6,132-75.1% | $4,139-63.1% |
| Admin fee / account holder | $2,131 | $9,341-77.2% | $14,586-85.4% | $7,234-70.5% |