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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 | $136,860+11.7% | $120,344+27.0% | $154,746-1.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 4.82% | 21.38%-16.6pp | 20.30%-15.5pp | 172.34%-167.5pp |
| Employer contribution / active EE | $18,651 | $3,533+427.9% | $3,020+517.6% | $4,379+325.9% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,779 | $15,393-75.4% | $12,742-70.3% | $14,365-73.7% |