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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 | $151,195 | $110,278+37.1% | $95,740+57.9% | $139,466+8.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 7.12% | 27.19%-20.1pp | 28.41%-21.3pp | 373.66%-366.5pp |
| Employer contribution / active EE | $6,667 | $3,260+104.5% | $2,836+135.1% | $4,754+40.2% |
| Participant deferral / active EE | $0 | $4,674-100.0% | $4,244-100.0% | $6,712-100.0% |
| Admin fee / account holder | $859 | $6,613-87.0% | $5,676-84.9% | $11,409-92.5% |