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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 | $140,539 | $228,352-38.5% | $185,835-24.4% | $158,966-11.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 0.29% | 40.81%-40.5pp | 35.96%-35.7pp | 302.95%-302.7pp |
| Employer contribution / active EE | $1,250 | $4,967-74.8% | $4,087-69.4% | $4,762-73.8% |
| Participant deferral / active EE | $0 | $6,416-100.0% | $5,633-100.0% | $5,983-100.0% |
| Admin fee / account holder | $942 | $11,867-92.1% | $9,502-90.1% | $11,250-91.6% |