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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 | $95,342 | $79,557+19.8% | $118,746-19.7% | $70,126+36.0% |
| Participation rate | 92.0% | 71.4%+20.6pp | 78.3%+13.7pp | 69.5%+22.5pp |
| Annual return | 9.47% | 25.64%-16.2pp | 24.54%-15.1pp | 73.15%-63.7pp |
| Employer contribution / active EE | $5,000 | $2,861+74.8% | $4,193+19.3% | $2,343+113.4% |
| Participant deferral / active EE | $0 | $4,089-100.0% | $5,332-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,081 | $5,374-79.9% | $10,720-89.9% | $4,645-76.7% |