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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 | $156,349 | $69,590+124.7% | $136,867+14.2% | $94,015+66.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 9.99% | 19.62%-9.6pp | 42.97%-33.0pp | 17.84%-7.9pp |
| Employer contribution / active EE | $4,657 | $2,396+94.3% | $3,547+31.3% | $2,790+66.9% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $1,394 | $8,912-84.4% | $10,340-86.5% | $8,951-84.4% |