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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 | $85,640 | $106,247-19.4% | $96,515-11.3% | $139,466-38.6% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.3%+18.5pp | 80.3%+12.5pp |
| Annual return | 8.59% | 38.47%-29.9pp | 35.73%-27.1pp | 373.66%-365.1pp |
| Employer contribution / active EE | $11,580 | $4,106+182.0% | $3,740+209.7% | $4,754+143.6% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,051 | $7,885-74.0% | $6,735-69.5% | $11,409-82.0% |