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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 | $119,251 | $149,778-20.4% | $118,946+0.3% | $158,966-25.0% |
| Participation rate | 92.9% | 82.1%+10.8pp | 75.4%+17.5pp | 82.0%+10.9pp |
| Annual return | 0.31% | 19.95%-19.6pp | 35.89%-35.6pp | 302.95%-302.6pp |
| Employer contribution / active EE | $3,325 | $4,117-19.2% | $3,263+1.9% | $4,762-30.2% |
| Participant deferral / active EE | $0 | $5,225-100.0% | $4,266-100.0% | $5,983-100.0% |
| Admin fee / account holder | $67,037 | $8,604+679.1% | $6,581+918.7% | $11,250+495.9% |