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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 | $96,926 | $95,404+1.6% | $113,397-14.5% | $82,637+17.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 6.59% | 19.08%-12.5pp | 23.20%-16.6pp | 53.51%-46.9pp |
| Employer contribution / active EE | $2,273 | $2,307-1.5% | $2,977-23.7% | $2,552-10.9% |
| Participant deferral / active EE | $0 | $4,220-100.0% | $5,076-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,843 | $9,168-79.9% | $11,957-84.6% | $7,339-74.9% |