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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 | $115,269 | $78,682+46.5% | $109,188+5.6% | $85,851+34.3% |
| Participation rate | 91.7% | 68.3%+23.4pp | 75.9%+15.8pp | 69.3%+22.3pp |
| Annual return | 9.41% | 25.09%-15.7pp | 25.76%-16.3pp | 318.63%-309.2pp |
| Employer contribution / active EE | $6,979 | $2,734+155.3% | $3,723+87.5% | $2,565+172.0% |
| Participant deferral / active EE | $319 | $3,468-90.8% | $4,654-93.1% | $3,952-91.9% |
| Admin fee / account holder | $3,062 | $5,470-44.0% | $6,755-54.7% | $6,261-51.1% |