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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 | $152,866 | $124,425+22.9% | $112,040+36.4% | $137,256+11.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 4.82% | 24.72%-19.9pp | 24.52%-19.7pp | 220.34%-215.5pp |
| Employer contribution / active EE | $18,651 | $3,411+446.7% | $2,954+531.4% | $4,156+348.8% |
| Participant deferral / active EE | $0 | $5,718-100.0% | $5,098-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,779 | $15,207-75.1% | $12,098-68.8% | $12,270-69.2% |