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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 | $117,670 | $90,486+30.0% | $78,676+49.6% | $273,972-57.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 0.90% | 75.62%-74.7pp | 62.19%-61.3pp | 41.46%-40.6pp |
| Employer contribution / active EE | $7,588 | $3,175+139.0% | $2,850+166.2% | $4,869+55.8% |
| Participant deferral / active EE | $496 | $3,901-87.3% | $3,517-85.9% | $5,287-90.6% |
| Admin fee / account holder | $2,198 | $5,263-58.2% | $4,510-51.3% | $10,133-78.3% |