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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 | $87,515 | $110,240-20.6% | $96,544-9.4% | $139,487-37.3% |
| Participation rate | 95.8% | 78.1%+17.7pp | 76.0%+19.8pp | 80.3%+15.5pp |
| Annual return | 5.86% | 26.41%-20.6pp | 25.88%-20.0pp | 373.84%-368.0pp |
| Employer contribution / active EE | $5,208 | $3,622+43.8% | $2,966+75.6% | $4,755+9.5% |
| Participant deferral / active EE | $0 | $5,549-100.0% | $4,851-100.0% | $6,713-100.0% |
| Admin fee / account holder | $1,011 | $11,602-91.3% | $8,254-87.8% | $11,407-91.1% |