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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 | $189,196 | $138,312+36.8% | $122,979+53.8% | $155,188+21.9% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 6.76% | 22.06%-15.3pp | 20.12%-13.4pp | 148.84%-142.1pp |
| Employer contribution / active EE | $2,352 | $3,530-33.4% | $3,062-23.2% | $4,248-44.6% |
| Participant deferral / active EE | $1,216 | $5,592-78.3% | $5,003-75.7% | $6,531-81.4% |
| Admin fee / account holder | $38,792 | $15,089+157.1% | $12,864+201.5% | $14,480+167.9% |