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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 | $118,965 | $116,203+2.4% | $93,621+27.1% | $152,909-22.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.8%+24.2pp | 82.5%+17.5pp |
| Annual return | 1.43% | 35.96%-34.5pp | 32.76%-31.3pp | 345.46%-344.0pp |
| Employer contribution / active EE | $14,231 | $3,219+342.1% | $2,719+423.4% | $4,764+198.7% |
| Participant deferral / active EE | $0 | $4,605-100.0% | $4,070-100.0% | $5,851-100.0% |
| Admin fee / account holder | $12,796 | $10,751+19.0% | $7,890+62.2% | $11,601+10.3% |