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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 | $73,443 | $125,758-41.6% | $170,004-56.8% | $75,173-2.3% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 10.68% | 27.20%-16.5pp | 53.39%-42.7pp | 160.65%-150.0pp |
| Employer contribution / active EE | $6,510 | $4,615+41.1% | $6,786-4.1% | $2,670+143.8% |
| Participant deferral / active EE | $799 | $6,837-88.3% | $10,408-92.3% | $4,126-80.6% |
| Admin fee / account holder | $1,826 | $8,173-77.7% | $12,816-85.7% | $5,651-67.7% |