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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 | $56,108 | $102,609-45.3% | $98,090-42.8% | $138,895-59.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.09% | 36.44%-25.3pp | 37.05%-26.0pp | 145.39%-134.3pp |
| Employer contribution / active EE | $6,495 | $3,867+67.9% | $3,606+80.1% | $4,194+54.8% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,620 | $11,434-50.8% | $11,815-52.4% | $12,562-55.3% |