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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 | $146,164 | $117,846+24.0% | $102,434+42.7% | $145,884+0.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -0.67% | 31.90%-32.6pp | 29.46%-30.1pp | 551.85%-552.5pp |
| Employer contribution / active EE | $6,777 | $3,615+87.5% | $3,023+124.2% | $4,662+45.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $5,261 | $13,356-60.6% | $9,462-44.4% | $13,392-60.7% |