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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 | $114,754 | $117,846-2.6% | $102,434+12.0% | $145,884-21.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.77% | 31.90%-25.1pp | 29.46%-22.7pp | 551.85%-545.1pp |
| Employer contribution / active EE | $2,866 | $3,615-20.7% | $3,023-5.2% | $4,662-38.5% |
| Participant deferral / active EE | $286 | $5,733-95.0% | $5,055-94.3% | $6,690-95.7% |
| Admin fee / account holder | $1,325 | $13,356-90.1% | $9,462-86.0% | $13,392-90.1% |