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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 | $91,664 | $99,633-8.0% | $183,328-50.0% | $82,448+11.2% |
| Participation rate | 96.7% | 70.8%+26.0pp | 77.3%+19.4pp | 68.1%+28.7pp |
| Annual return | 12.39% | 17.84%-5.5pp | 29.67%-17.3pp | 41.64%-29.2pp |
| Employer contribution / active EE | $7,061 | $3,256+116.8% | $5,055+39.7% | $2,551+176.8% |
| Participant deferral / active EE | $1,178 | $4,938-76.1% | $6,795-82.7% | $4,139-71.5% |
| Admin fee / account holder | $3,292 | $9,934-66.9% | $21,427-84.6% | $7,234-54.5% |