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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 | $179,643 | $81,504+120.4% | $102,437+75.4% | $80,959+121.9% |
| Participation rate | 96.0% | 66.9%+29.1pp | 74.5%+21.5pp | 67.7%+28.3pp |
| Annual return | 7.16% | 25.60%-18.4pp | 24.95%-17.8pp | 35.67%-28.5pp |
| Employer contribution / active EE | $5,505 | $3,104+77.4% | $3,871+42.2% | $2,757+99.7% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,798 | $6,719-73.2% | $8,388-78.6% | $6,925-74.0% |