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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 | $108,975 | $69,977+55.7% | $108,582+0.4% | $62,881+73.3% |
| Participation rate | 92.1% | 72.9%+19.2pp | 79.6%+12.5pp | 69.3%+22.8pp |
| Annual return | 2.74% | 10.73%-8.0pp | -51.70%+54.4pp | 20.14%-17.4pp |
| Employer contribution / active EE | $12,751 | $2,135+497.2% | $3,758+239.3% | $2,281+459.0% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,311-100.0% | $3,203-100.0% |
| Admin fee / account holder | $927 | $5,076-81.7% | $7,645-87.9% | $4,296-78.4% |