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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 | $38,625 | $227,597-83.0% | $189,575-79.6% | $167,536-76.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 6.70% | 78.44%-71.7pp | 64.19%-57.5pp | 478.82%-472.1pp |
| Employer contribution / active EE | $3,325 | $5,316-37.5% | $4,412-24.6% | $4,839-31.3% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $646 | $11,877-94.6% | $9,806-93.4% | $12,315-94.8% |