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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 | $101,291 | $106,236-4.7% | $96,496+5.0% | $139,427-27.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.54% | 38.43%-32.9pp | 35.70%-30.2pp | 373.27%-367.7pp |
| Employer contribution / active EE | $18,982 | $4,104+362.5% | $3,738+407.8% | $4,752+299.5% |
| Participant deferral / active EE | $0 | $5,455-100.0% | $4,879-100.0% | $6,711-100.0% |
| Admin fee / account holder | $73,516 | $7,879+833.1% | $6,731+992.3% | $11,404+544.6% |