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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 | $137,073 | $104,251+31.5% | $91,004+50.6% | $147,586-7.1% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 5.38% | 27.06%-21.7pp | 4.60%+0.8pp | 578.59%-573.2pp |
| Employer contribution / active EE | $7,143 | $3,116+129.3% | $2,456+190.9% | $4,876+46.5% |
| Participant deferral / active EE | $0 | $4,195-100.0% | $3,548-100.0% | $5,439-100.0% |
| Admin fee / account holder | $1,861 | $8,948-79.2% | $5,417-65.6% | $10,886-82.9% |