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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 | $169,607 | $127,790+32.7% | $106,554+59.2% | $167,553+1.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 0.39% | 33.88%-33.5pp | 26.80%-26.4pp | 478.89%-478.5pp |
| Employer contribution / active EE | $15,417 | $3,427+349.8% | $2,819+446.8% | $4,840+218.6% |
| Participant deferral / active EE | $0 | $5,088-100.0% | $4,398-100.0% | $6,343-100.0% |
| Admin fee / account holder | $11,331 | $11,231+0.9% | $7,408+53.0% | $12,316-8.0% |