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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 | $126,563 | $97,648+29.6% | $121,663+4.0% | $87,485+44.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 11.45% | 18.03%-6.6pp | 147.54%-136.1pp | 26.06%-14.6pp |
| Employer contribution / active EE | $1,667 | $2,300-27.5% | $3,020-44.8% | $2,596-35.8% |
| Participant deferral / active EE | $0 | $3,923-100.0% | $4,887-100.0% | $4,274-100.0% |
| Admin fee / account holder | $1,760 | $11,100-84.1% | $14,289-87.7% | $7,775-77.4% |