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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 | $57,590+27.6% | $86,233-14.8% | $82,448-10.9% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 9.44% | 22.41%-13.0pp | 61.39%-51.9pp | 41.64%-32.2pp |
| Employer contribution / active EE | $7,491 | $1,655+352.6% | $2,504+199.1% | $2,551+193.7% |
| Participant deferral / active EE | $427 | $3,080-86.1% | $4,559-90.6% | $4,139-89.7% |
| Admin fee / account holder | $3,948 | $4,730-16.5% | $8,342-52.7% | $7,234-45.4% |