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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 | $192,595 | $110,410+74.4% | $102,437+88.0% | $145,897+32.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.60% | 24.85%-18.3pp | 24.95%-18.4pp | 552.29%-545.7pp |
| Employer contribution / active EE | $5,391 | $4,217+27.8% | $3,871+39.3% | $4,663+15.6% |
| Participant deferral / active EE | $0 | $5,622-100.0% | $5,060-100.0% | $6,689-100.0% |
| Admin fee / account holder | $27,705 | $9,745+184.3% | $8,388+230.3% | $13,390+106.9% |