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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 | $93,786 | $124,425-24.6% | $112,040-16.3% | $137,256-31.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 8.29% | 24.72%-16.4pp | 24.52%-16.2pp | 220.34%-212.1pp |
| Employer contribution / active EE | $6,250 | $3,411+83.2% | $2,954+111.6% | $4,156+50.4% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $4,575 | $15,207-69.9% | $12,098-62.2% | $12,270-62.7% |