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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 | $81,457+120.5% | $103,378+73.8% | $80,911+122.0% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 7.16% | 25.58%-18.4pp | 24.91%-17.7pp | 35.63%-28.5pp |
| Employer contribution / active EE | $5,505 | $3,107+77.2% | $3,870+42.2% | $2,756+99.8% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,798 | $6,717-73.2% | $8,401-78.6% | $6,935-74.1% |