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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 | $141,074 | $176,838-20.2% | $146,685-3.8% | $167,518-15.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 6.28% | 24.04%-17.8pp | 22.75%-16.5pp | 478.71%-472.4pp |
| Employer contribution / active EE | $18,182 | $5,161+252.3% | $4,137+339.5% | $4,838+275.8% |
| Participant deferral / active EE | $0 | $6,441-100.0% | $5,507-100.0% | $6,342-100.0% |
| Admin fee / account holder | $28,067 | $13,262+111.6% | $10,281+173.0% | $12,312+128.0% |