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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 | $97,471 | $72,273+34.9% | $101,275-3.8% | $79,856+22.1% |
| Participation rate | 97.1% | 68.5%+28.7pp | 75.8%+21.3pp | 69.6%+27.5pp |
| Annual return | 3.41% | 22.30%-18.9pp | 46.48%-43.1pp | 31.71%-28.3pp |
| Employer contribution / active EE | $11,074 | $2,691+311.5% | $3,660+202.6% | $2,471+348.1% |
| Participant deferral / active EE | $362 | $3,282-89.0% | $4,371-91.7% | $3,741-90.3% |
| Admin fee / account holder | $1,398 | $4,401-68.2% | $5,948-76.5% | $5,306-73.7% |