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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 | $124,268 | $282,059-55.9% | $213,469-41.8% | $154,746-19.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 6.74% | 20.90%-14.2pp | 20.58%-13.8pp | 172.34%-165.6pp |
| Employer contribution / active EE | $18,182 | $6,189+193.8% | $4,994+264.1% | $4,379+315.2% |
| Participant deferral / active EE | $0 | $8,186-100.0% | $6,841-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,643 | $37,435-95.6% | $27,141-93.9% | $14,365-88.6% |