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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 | $73,339 | $67,602+8.5% | $82,312-10.9% | $70,126+4.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.94% | 21.57%-9.6pp | 25.88%-13.9pp | 73.15%-61.2pp |
| Employer contribution / active EE | $4,348 | $1,755+147.7% | $2,428+79.0% | $2,343+85.6% |
| Participant deferral / active EE | $550 | $2,987-81.6% | $3,706-85.2% | $3,332-83.5% |
| Admin fee / account holder | $6,229 | $4,512+38.1% | $5,608+11.1% | $4,645+34.1% |