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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 | $92,782 | $162,136-42.8% | $152,301-39.1% | $154,746-40.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 6.70% | 91.02%-84.3pp | 80.50%-73.8pp | 172.34%-165.6pp |
| Employer contribution / active EE | $11,879 | $4,890+142.9% | $4,624+156.9% | $4,379+171.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,412 | $15,759-78.4% | $14,398-76.3% | $14,365-76.3% |