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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 | $170,732 | $103,393+65.1% | $87,103+96.0% | $152,909+11.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 76.9%+13.1pp | 82.5%+7.5pp |
| Annual return | 3.87% | 28.10%-24.2pp | 28.19%-24.3pp | 345.46%-341.6pp |
| Employer contribution / active EE | $0 | $3,221-100.0% | $2,521-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,422 | $4,778-70.2% | $4,049-64.9% | $5,851-75.7% |
| Admin fee / account holder | $7,002 | $12,195-42.6% | $7,491-6.5% | $11,601-39.6% |