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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 | $219,219 | $124,314+76.3% | $109,163+100.8% | $167,518+30.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.31% | 26.04%-21.7pp | 25.75%-21.4pp | 478.71%-474.4pp |
| Employer contribution / active EE | $11,429 | $4,209+171.5% | $3,723+207.0% | $4,838+136.2% |
| Participant deferral / active EE | $0 | $5,256-100.0% | $4,654-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,595 | $7,973-67.4% | $6,754-61.6% | $12,312-78.9% |