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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 | $77,989 | $76,551+1.9% | $123,894-37.1% | $62,881+24.0% |
| Participation rate | 84.3% | 73.0%+11.3pp | 81.4%+2.9pp | 69.3%+15.0pp |
| Annual return | 2.31% | 18.68%-16.4pp | 47.52%-45.2pp | 20.14%-17.8pp |
| Employer contribution / active EE | $7,843 | $2,882+172.1% | $4,617+69.9% | $2,281+243.9% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,303 | $4,826-73.0% | $8,357-84.4% | $4,296-69.7% |