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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 | $145,426 | $124,425+16.9% | $112,040+29.8% | $137,256+6.0% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.16% | 24.72%-17.6pp | 24.52%-17.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,500 | $3,411-56.0% | $2,954-49.2% | $4,156-63.9% |
| Participant deferral / active EE | $994 | $5,718-82.6% | $5,098-80.5% | $6,407-84.5% |
| Admin fee / account holder | $698 | $15,207-95.4% | $12,098-94.2% | $12,270-94.3% |