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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 | $231,411 | $118,496+95.3% | $98,461+135.0% | $139,466+65.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 1.53% | 18.96%-17.4pp | 21.17%-19.6pp | 373.66%-372.1pp |
| Employer contribution / active EE | $7,692 | $3,611+113.1% | $3,049+152.3% | $4,754+61.8% |
| Participant deferral / active EE | $704 | $5,393-87.0% | $4,738-85.2% | $6,712-89.5% |
| Admin fee / account holder | $1,584 | $14,056-88.7% | $8,961-82.3% | $11,409-86.1% |