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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 | $42,844 | $111,814-61.7% | $103,378-58.6% | $145,978-70.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.91% | 24.80%-17.9pp | 24.91%-18.0pp | 550.52%-543.6pp |
| Employer contribution / active EE | $3,192 | $4,215-24.3% | $3,870-17.5% | $4,662-31.5% |
| Participant deferral / active EE | $0 | $5,618-100.0% | $5,058-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,128 | $9,764-88.5% | $8,401-86.6% | $13,400-91.6% |