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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 | $117,747 | $174,379-32.5% | $152,093-22.6% | $138,895-15.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.77% | 74.86%-68.1pp | 66.36%-59.6pp | 145.39%-138.6pp |
| Employer contribution / active EE | $4,000 | $4,652-14.0% | $4,175-4.2% | $4,194-4.6% |
| Participant deferral / active EE | $0 | $6,159-100.0% | $5,451-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,195 | $16,880-92.9% | $14,497-91.8% | $12,562-90.5% |