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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 | $75,570 | $115,931-34.8% | $185,441-59.2% | $86,983-13.1% |
| Participation rate | 97.6% | 73.6%+23.9pp | 80.3%+17.3pp | 69.5%+28.0pp |
| Annual return | 5.23% | 21.47%-16.2pp | 20.16%-14.9pp | 25.83%-20.6pp |
| Employer contribution / active EE | $14,634 | $2,937+398.3% | $4,672+213.2% | $2,584+466.2% |
| Participant deferral / active EE | $1,831 | $4,551-59.8% | $6,152-70.2% | $4,194-56.3% |
| Admin fee / account holder | $10,338 | $10,687-3.3% | $17,890-42.2% | $7,856+31.6% |