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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 | $112,418 | $110,278+1.9% | $95,740+17.4% | $139,466-19.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 6.62% | 27.19%-20.6pp | 28.41%-21.8pp | 373.66%-367.0pp |
| Employer contribution / active EE | $7,000 | $3,260+114.7% | $2,836+146.8% | $4,754+47.2% |
| Participant deferral / active EE | $198 | $4,674-95.8% | $4,244-95.3% | $6,712-97.1% |
| Admin fee / account holder | $339 | $6,613-94.9% | $5,676-94.0% | $11,409-97.0% |