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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 | $37,715 | $135,956-72.3% | $123,894-69.6% | $273,972-86.2% |
| Participation rate | 88.9% | 84.1%+4.8pp | 81.4%+7.5pp | 83.0%+5.9pp |
| Annual return | 2.27% | 56.63%-54.4pp | 47.52%-45.2pp | 41.46%-39.2pp |
| Employer contribution / active EE | $21,559 | $5,170+317.0% | $4,617+367.0% | $4,869+342.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,098 | $9,817-68.4% | $8,357-62.9% | $10,133-69.4% |