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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 | $48,311 | $181,896-73.4% | $156,551-69.1% | $273,972-82.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.26% | 30.74%-28.5pp | 32.23%-30.0pp | 41.46%-39.2pp |
| Employer contribution / active EE | $9,881 | $6,248+58.1% | $5,501+79.6% | $4,869+102.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $823 | $15,560-94.7% | $13,028-93.7% | $10,133-91.9% |