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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 | $79,138 | $217,432-63.6% | $185,851-57.4% | $167,553-52.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 4.11% | 148.43%-144.3pp | 122.11%-118.0pp | 478.89%-474.8pp |
| Employer contribution / active EE | $8,766 | $5,874+49.2% | $5,168+69.6% | $4,840+81.1% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,426 | $19,820-87.8% | $16,245-85.1% | $12,316-80.3% |