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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 | $126,018 | $110,240+14.3% | $96,544+30.5% | $139,487-9.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 5.31% | 26.41%-21.1pp | 25.88%-20.6pp | 373.84%-368.5pp |
| Employer contribution / active EE | $2,381 | $3,622-34.3% | $2,966-19.7% | $4,755-49.9% |
| Participant deferral / active EE | $286 | $5,549-94.8% | $4,851-94.1% | $6,713-95.7% |
| Admin fee / account holder | $17,757 | $11,602+53.0% | $8,254+115.1% | $11,407+55.7% |