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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 | $195,081 | $111,814+74.5% | $103,374+88.7% | $145,959+33.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.56% | 24.77%-17.2pp | 24.89%-17.3pp | 561.95%-554.4pp |
| Employer contribution / active EE | $3,172 | $4,214-24.7% | $3,869-18.0% | $4,661-31.9% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,689-100.0% |
| Admin fee / account holder | $747 | $9,754-92.3% | $8,394-91.1% | $13,398-94.4% |