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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 | $69,416 | $124,351-44.2% | $109,188-36.4% | $167,553-58.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.60% | 26.04%-19.4pp | 25.76%-19.2pp | 478.89%-472.3pp |
| Employer contribution / active EE | $24,368 | $4,210+478.9% | $3,723+554.5% | $4,840+403.5% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $423 | $7,975-94.7% | $6,755-93.7% | $12,316-96.6% |