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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 | $125,797-41.6% | $170,057-56.8% | $75,177-2.3% |
| Participation rate | 90.0% | 83.6%+6.4pp | 87.0%+3.0pp | 67.2%+22.8pp |
| Annual return | 10.68% | 27.20%-16.5pp | 53.42%-42.7pp | 160.75%-150.1pp |
| Employer contribution / active EE | $6,510 | $4,616+41.0% | $6,790-4.1% | $2,671+143.7% |
| Participant deferral / active EE | $799 | $6,838-88.3% | $10,411-92.3% | $4,126-80.6% |
| Admin fee / account holder | $1,826 | $8,177-77.7% | $12,826-85.8% | $5,651-67.7% |