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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 | $219,313 | $102,609+113.7% | $98,090+123.6% | $138,895+57.9% |
| Participation rate | 88.9% | 82.8%+6.1pp | 81.5%+7.3pp | 79.9%+9.0pp |
| Annual return | 11.82% | 36.44%-24.6pp | 37.05%-25.2pp | 145.39%-133.6pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,214 | $8,167-85.1% | $7,845-84.5% | $6,396-81.0% |
| Admin fee / account holder | $7,412 | $11,434-35.2% | $11,815-37.3% | $12,562-41.0% |