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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 | $109,918 | $86,938+26.4% | $102,423+7.3% | $80,925+35.8% |
| Participation rate | 97.5% | 72.4%+25.1pp | 76.5%+21.0pp | 67.7%+29.8pp |
| Annual return | 3.16% | 18.89%-15.7pp | 29.42%-26.3pp | 35.65%-32.5pp |
| Employer contribution / active EE | $8,070 | $2,369+240.6% | $3,023+167.0% | $2,756+192.8% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,469 | $8,053-32.1% | $9,455-42.2% | $6,940-21.2% |