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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 | $204,788 | $72,269+183.4% | $101,271+102.2% | $79,852+156.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 7.35% | 22.29%-14.9pp | 46.48%-39.1pp | 31.72%-24.4pp |
| Employer contribution / active EE | $14,401 | $2,692+435.0% | $3,660+293.5% | $2,471+482.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $4,706 | $4,401+6.9% | $5,948-20.9% | $5,306-11.3% |