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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 | $100,194-3.3% | $122,979-21.2% | $86,983+11.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 6.59% | 16.47%-9.9pp | 20.12%-13.5pp | 25.83%-19.2pp |
| Employer contribution / active EE | $2,273 | $2,326-2.3% | $3,062-25.8% | $2,584-12.1% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $1,843 | $10,148-81.8% | $12,864-85.7% | $7,856-76.5% |