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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 | $91,001 | $117,426-22.5% | $99,470-8.5% | $152,885-40.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 4.61% | 31.87%-27.3pp | 30.72%-26.1pp | 345.39%-340.8pp |
| Employer contribution / active EE | $9,480 | $3,014+214.6% | $2,540+273.2% | $4,763+99.0% |
| Participant deferral / active EE | $0 | $4,086-100.0% | $3,619-100.0% | $5,851-100.0% |
| Admin fee / account holder | $5,934 | $7,634-22.3% | $6,252-5.1% | $11,598-48.8% |