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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 | $163,081 | $99,345+64.2% | $84,753+92.4% | $273,972-40.5% |
| Participation rate | 95.7% | 80.7%+15.0pp | 76.6%+19.1pp | 83.0%+12.6pp |
| Annual return | 0.85% | 22.93%-22.1pp | 22.78%-21.9pp | 41.46%-40.6pp |
| Employer contribution / active EE | $4,348 | $4,214+3.2% | $3,574+21.6% | $4,869-10.7% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $1,006 | $6,645-84.9% | $5,333-81.1% | $10,133-90.1% |