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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 | $76,746 | $65,364+17.4% | $92,909-17.4% | $72,975+5.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 8.29% | 42.11%-33.8pp | 109.44%-101.1pp | 81.01%-72.7pp |
| Employer contribution / active EE | $3,750 | $2,594+44.5% | $3,653+2.6% | $2,440+53.7% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,164 | $4,251-25.6% | $5,795-45.4% | $5,124-38.3% |