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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 | $94,899 | $86,330+9.9% | $121,871-22.1% | $94,015+0.9% |
| Participation rate | 100.0% | 66.7%+33.3pp | 73.2%+26.8pp | 70.8%+29.2pp |
| Annual return | 7.94% | 14.95%-7.0pp | 13.57%-5.6pp | 17.84%-9.9pp |
| Employer contribution / active EE | $14,859 | $2,292+548.2% | $2,731+444.0% | $2,790+432.5% |
| Participant deferral / active EE | $0 | $3,146-100.0% | $4,318-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,838 | $7,346-47.8% | $11,551-66.8% | $8,951-57.1% |