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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 | $119,088 | $192,829-38.2% | $142,516-16.4% | $139,466-14.6% |
| Participation rate | 93.3% | 81.4%+11.9pp | 76.8%+16.6pp | 80.3%+13.0pp |
| Annual return | 5.24% | 17.99%-12.8pp | 19.99%-14.8pp | 373.66%-368.4pp |
| Employer contribution / active EE | $3,333 | $5,808-42.6% | $4,849-31.3% | $4,754-29.9% |
| Participant deferral / active EE | $0 | $7,200-100.0% | $6,280-100.0% | $6,712-100.0% |
| Admin fee / account holder | $21,757 | $15,120+43.9% | $10,008+117.4% | $11,409+90.7% |