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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 | $89,642 | $114,712-21.9% | $173,730-48.4% | $87,485+2.5% |
| Participation rate | 90.7% | 73.0%+17.7pp | 79.6%+11.1pp | 68.9%+21.8pp |
| Annual return | 10.12% | 20.18%-10.1pp | 19.96%-9.8pp | 26.06%-15.9pp |
| Employer contribution / active EE | $1,800 | $2,904-38.0% | $4,577-60.7% | $2,596-30.7% |
| Participant deferral / active EE | $1,966 | $4,642-57.6% | $6,326-68.9% | $4,274-54.0% |
| Admin fee / account holder | $2,721 | $10,210-73.4% | $17,523-84.5% | $7,775-65.0% |