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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 | $73,499 | $63,949+14.9% | $129,031-43.0% | $94,015-21.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.4%+26.6pp | 70.8%+29.2pp |
| Annual return | 9.44% | 17.56%-8.1pp | 34.67%-25.2pp | 17.84%-8.4pp |
| Employer contribution / active EE | $7,491 | $1,865+301.8% | $3,226+132.2% | $2,790+168.5% |
| Participant deferral / active EE | $427 | $3,686-88.4% | $5,217-91.8% | $4,249-90.0% |
| Admin fee / account holder | $3,948 | $5,523-28.5% | $13,208-70.1% | $8,951-55.9% |