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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 | $239,247 | $115,917+106.4% | $100,535+138.0% | $158,982+50.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 5.31% | 34.80%-29.5pp | 30.90%-25.6pp | 302.99%-297.7pp |
| Employer contribution / active EE | $11,585 | $4,105+182.2% | $3,419+238.9% | $4,763+143.2% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,954 | $11,002-45.9% | $8,085-26.3% | $11,252-47.1% |