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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 | $44,731 | $149,679-70.1% | $117,039-61.8% | $147,586-69.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 4.26% | 19.31%-15.1pp | 18.95%-14.7pp | 578.59%-574.3pp |
| Employer contribution / active EE | $1,329 | $4,937-73.1% | $3,785-64.9% | $4,876-72.8% |
| Participant deferral / active EE | $0 | $4,912-100.0% | $3,929-100.0% | $5,439-100.0% |
| Admin fee / account holder | $650 | $7,856-91.7% | $5,974-89.1% | $10,886-94.0% |