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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 | $110,137-45.1% | $161,149-62.4% | $82,637-26.8% |
| Participation rate | 90.9% | 72.4%+18.6pp | 78.8%+12.1pp | 68.1%+22.9pp |
| Annual return | 9.43% | 20.69%-11.3pp | 21.16%-11.7pp | 53.51%-44.1pp |
| Employer contribution / active EE | $6,699 | $2,856+134.6% | $4,360+53.7% | $2,552+162.5% |
| Participant deferral / active EE | $1,526 | $4,575-66.6% | $6,153-75.2% | $4,126-63.0% |
| Admin fee / account holder | $2,131 | $9,467-77.5% | $15,194-86.0% | $7,339-71.0% |