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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 | $121,470 | $104,098+16.7% | $140,514-13.6% | $94,015+29.2% |
| Participation rate | 97.2% | 73.7%+23.5pp | 77.8%+19.4pp | 70.8%+26.4pp |
| Annual return | 0.56% | 15.14%-14.6pp | 14.36%-13.8pp | 17.84%-17.3pp |
| Employer contribution / active EE | $8,645 | $2,388+262.0% | $3,378+155.9% | $2,790+209.8% |
| Participant deferral / active EE | $0 | $4,033-100.0% | $4,919-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,946 | $10,439-33.5% | $13,697-49.3% | $8,951-22.4% |