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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 | $247,207 | $83,485+196.1% | $125,195+97.5% | $72,976+238.8% |
| Participation rate | 92.1% | 73.3%+18.8pp | 79.8%+12.3pp | 69.5%+22.6pp |
| Annual return | 5.19% | 25.77%-20.6pp | 43.79%-38.6pp | 81.02%-75.8pp |
| Employer contribution / active EE | $12,250 | $2,346+422.2% | $3,866+216.8% | $2,440+402.0% |
| Participant deferral / active EE | $958 | $3,586-73.3% | $4,937-80.6% | $3,608-73.4% |
| Admin fee / account holder | $9,316 | $5,518+68.8% | $9,704-4.0% | $5,124+81.8% |