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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 | $113,150 | $209,336-45.9% | $197,124-42.6% | $137,256-17.6% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 8.26% | 48.09%-39.8pp | 44.34%-36.1pp | 220.34%-212.1pp |
| Employer contribution / active EE | $1,861 | $6,591-71.8% | $6,227-70.1% | $4,156-55.2% |
| Participant deferral / active EE | $2,327 | $9,614-75.8% | $9,135-74.5% | $6,407-63.7% |
| Admin fee / account holder | $107,773 | $17,308+522.7% | $16,298+561.3% | $12,270+778.3% |