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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 | $72,276 | $135,956-46.8% | $123,894-41.7% | $273,972-73.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.08% | 56.63%-56.5pp | 47.52%-47.4pp | 41.46%-41.4pp |
| Employer contribution / active EE | $3,611 | $5,170-30.1% | $4,617-21.8% | $4,869-25.8% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,606 | $9,817-63.3% | $8,357-56.8% | $10,133-64.4% |